Cardiff Park Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cardiff Park Advisors’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	$3.05M	Hold	74,591	–	–	0.24%	62
2025 Q4	$3.01M	Hold	74,591	–	–	0.25%	57
2025 Q3	$3.14M	Hold	74,591	–	–	0.24%	58
2025 Q2	$3.09M	Hold	74,591	–	–	0.27%	51
2025 Q1	$3.12M	Hold	74,591	–	–	0.3%	49
2024 Q4	$3.03M	Hold	74,591	–	–	0.29%	50
2024 Q3	$3.33M	Hold	74,591	–	–	0.3%	46
2024 Q2	$2.87M	Hold	74,591	–	–	0.27%	54
2024 Q1	$2.95M	Hold	74,591	–	–	0.28%	59
2023 Q4	$2.99M	Buy	+74,591	New	+$2.68M	0.33%	49

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

Cardiff Park Advisors's XLRE Position: Q1 2026 in Review

Cardiff Park Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 74,591 shares worth $3.05M. The position accounts for 0.24% of the portfolio, ranked #62.

Cardiff Park Advisors first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.33M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Cardiff Park Advisors held 74,591 shares of State Street Real Estate Select Sector SPDR ETF worth $3.05M as of Q1 2026.
Cardiff Park Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.24% of Cardiff Park Advisors's portfolio in Q1 2026, its #62 holding.
Cardiff Park Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Cardiff Park Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.33M 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 Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.