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Capital Insight Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Capital Insight Partners’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
-83,352
Closed -$3.36M – 129
2025
Q4 		$3.36M Sell
83,352
-19,062
-19% -$784K 0.71% 44
2025
Q3 		$4.31M Sell
102,414
-848
-0.8% -$35.5K 0.71% 46
2025
Q2 		$4.28M Sell
103,262
-13,917
-12% -$571K 0.74% 42
2025
Q1 		$4.9M Sell
117,179
-4,815
-4% -$201K 0.86% 38
2024
Q4 		$4.96M Buy
121,994
+8,464
+7% +$366K 0.86% 38
2024
Q3 		$5.07M Buy
113,530
+6,885
+6% +$290K 0.89% 38
2024
Q2 		$4.1M Buy
106,645
+2,305
+2% +$86.8K 0.77% 44
2024
Q1 		$4.12M Buy
104,340
+14
+0% +$544 0.77% 41
2023
Q4 		$4.18M Sell
104,326
-12,507
-11% -$449K 0.85% 40
2023
Q3 		$3.98M Sell
116,833
-724
-0.6% -$26.8K 0.9% 36
2023
Q2 		$4.43M Sell
117,557
-5,087
-4% -$188K 0.99% 24
2023
Q1 		$4.58M Sell
122,644
-4,174
-3% -$160K 1.08% 20
2022
Q4 		$4.68M Sell
126,818
-54,889
-30% -$2.03M 1.21% 18
2022
Q3 		$6.54M Buy
181,707
+2,328
+1% +$97.5K 1.76% 10
2022
Q2 		$7.33M Buy
179,379
+5,700
+3% +$254K 1.71% 9
2022
Q1 		$8.39M Buy
173,679
+21,760
+14% +$1.02M 1.71% 10
2021
Q4 		$7.87M Buy
151,919
+26,288
+21% +$1.26M 1.6% 11
2021
Q3 		$5.58M Buy
125,631
+38,390
+44% +$1.78M 1.21% 18
2021
Q2 		$3.87M Buy
87,241
+12,708
+17% +$545K 0.87% 35
2021
Q1 		$2.94M Buy
74,533
+20,034
+37% +$753K 0.72% 46
2020
Q4 		$1.99M Buy
54,499
+10,980
+25% +$398K 0.5% 77
2020
Q3 		$1.53M Buy
43,519
+31,300
+256% +$1.12M 0.43% 86
2020
Q2 		$425K Buy
+12,219
New +$413K 0.13% 125

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Capital Insight Partners's XLRE Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 83,352 shares — an estimated $3.36M sold.

Capital Insight Partners first reported a position in XLRE in Q2 2020 and held it in 23 quarters. The position peaked at $8.39M in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Capital Insight Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 83,352 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $3.36M.
  • Capital Insight Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $8.39M in Q1 2022.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.