Capital Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.3M Buy
1,599,989
+115,764
+8% +$4.85M 0.96% 30
2025
Q4
$59.9M Buy
1,484,225
+62,890
+4% +$2.59M 0.91% 32
2025
Q3
$59.9M Buy
1,421,335
+87,800
+7% +$3.67M 0.98% 27
2025
Q2
$55.2M Buy
1,333,535
+98,762
+8% +$4.06M 0.99% 29
2025
Q1
$51.7M Buy
1,234,773
+1,132,302
+1,105% +$47.2M 1.01% 28
2024
Q4
$4.17M Buy
102,471
+76
+0.1% +$3.29K 0.08% 147
2024
Q3
$4.57M Sell
102,395
-8,217
-7% -$346K 0.09% 143
2024
Q2
$4.25M Sell
110,612
-830,651
-88% -$31.3M 0.1% 142
2024
Q1
$37.2M Buy
+941,263
New +$36.6M 0.87% 32
2022
Q3
Sell
-5,878
Closed -$240K 577
2022
Q2
$240K Sell
5,878
-508
-8% -$22.7K 0.01% 481
2022
Q1
$309K Sell
6,386
-1,437
-18% -$67.4K 0.01% 452
2021
Q4
$405K Sell
7,823
-214
-3% -$10.3K 0.01% 413
2021
Q3
$357K Sell
8,037
-448
-5% -$20.8K 0.01% 420
2021
Q2
$376K Buy
8,485
+448
+6% +$19.2K 0.01% 413
2021
Q1
$317K Sell
8,037
-461
-5% -$17.3K 0.01% 417
2020
Q4
$311K Sell
8,498
-263
-3% -$9.54K 0.01% 413
2020
Q3
$309K Sell
8,761
-678
-7% -$24.2K 0.01% 384
2020
Q2
$329K Sell
9,439
-897
-9% -$30.3K 0.02% 366
2020
Q1
$320K Sell
10,336
-605
-6% -$22.6K 0.02% 341
2019
Q4
$423K Sell
10,941
-816
-7% -$31.6K 0.02% 341
2019
Q3
$463K Sell
11,757
-399
-3% -$15.3K 0.02% 325
2019
Q2
$447K Sell
12,156
-442
-4% -$16.1K 0.02% 327
2019
Q1
$456K Sell
12,598
-1,935
-13% -$66K 0.03% 313
2018
Q4
$451K Sell
14,533
-525
-3% -$17K 0.03% 303
2018
Q3
$491K Sell
15,058
-4,090
-21% -$136K 0.03% 304
2018
Q2
$626K Sell
19,148
-699
-4% -$21.9K 0.04% 256
2018
Q1
$617K Sell
19,847
-1,008
-5% -$31.3K 0.04% 261
2017
Q4
$687K Sell
20,855
-587
-3% -$19.4K 0.04% 250
2017
Q3
$691K Sell
21,442
-1,139
-5% -$37K 0.05% 244
2017
Q2
$727K Sell
22,581
-922
-4% -$29.5K 0.05% 238
2017
Q1
$743K Sell
23,503
-2,844
-11% -$88.7K 0.06% 237
2016
Q4
$810K Sell
26,347
-130,304
-83% -$3.99M 0.07% 220
2016
Q3
$5.13M Buy
+156,651
New +$5.26M 0.45% 54

Other funds holding XLRE

Capital Investment Advisors's XLRE Position: Q1 2026 in Review

Capital Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.8% in Q1 2026, buying an estimated $4.85M and bringing the position to 1,599,989 shares worth $65.3M. The position accounts for 0.96% of the portfolio, ranked #30.

Capital Investment Advisors first reported a position in XLRE in Q3 2016 and has held it in 33 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Capital Investment Advisors held 1,599,989 shares of State Street Real Estate Select Sector SPDR ETF worth $65.3M as of Q1 2026.
  • Capital Investment Advisors bought 115,764 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $4.85M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.96% of Capital Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Capital Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 33 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.