Caitlin John’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Caitlin John’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	$204	Sell	5 -1	-17%	-$42	﹤0.01%	897
2025 Q4	$242	Sell	6 -42	-88%	-$1.73K	﹤0.01%	886
2025 Q3	$2.03K	Buy	+48	New	+$2.01K	﹤0.01%	691
2025 Q2	–	Sell	-6,925	Closed	-$290K	–	172
2025 Q1	$290K	Sell	6,925 -4,151	-37%	-$173K	0.28%	94
2024 Q4	$450K	Sell	11,076 -4,501	-29%	-$195K	0.3%	74
2024 Q3	$675K	Buy	+15,577	New	+$656K	0.42%	59

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Caitlin John's XLRE Position: Q1 2026 in Review

Caitlin John reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 17% in Q1 2026, selling an estimated $42 and leaving 5 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Caitlin John first reported a position in XLRE in Q3 2024 and has held it in 6 quarters since. The position peaked at $675K in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Caitlin John held 5 shares of State Street Real Estate Select Sector SPDR ETF worth $204 as of Q1 2026.
Caitlin John sold 1 State Street Real Estate Select Sector SPDR ETF share in Q1 2026, an estimated $42.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #897 holding.
Caitlin John first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Caitlin John's State Street Real Estate Select Sector SPDR ETF position peaked at $675K in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.