Briggs Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Briggs Wealth Management’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,341	Closed	-$216K	–	61
2025 Q4	$216K	Buy	+5,341	New	+$220K	0.23%	53

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Briggs Wealth Management's XLRE Position: Q1 2026 in Review

Briggs Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,341 shares — an estimated $216K sold.

Briggs Wealth Management first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 756 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Briggs Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Briggs Wealth Management sold 5,341 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $216K.
Briggs Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Briggs Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $216K in Q4 2025.
756 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Briggs Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.