Cascade Financial Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cascade Financial 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	$664K	Buy	16,257 +972	+6%	+$40.7K	0.07%	151
2025 Q4	$617K	Sell	15,285 -2,867	-16%	-$118K	0.06%	153
2025 Q3	$765K	Buy	18,152 +49	+0.3%	+$2.05K	0.09%	135
2025 Q2	$750K	Sell	18,103 -2,044	-10%	-$83.9K	0.09%	134
2025 Q1	$843K	Sell	20,147 -4,582	-19%	-$191K	0.11%	113
2024 Q4	$1.01M	Buy	24,729 +5,156	+26%	+$223K	0.13%	100
2024 Q3	$859K	Buy	19,573 +2,668	+16%	+$112K	0.11%	107
2024 Q2	$649K	Buy	16,905 +2,787	+20%	+$105K	0.09%	125
2024 Q1	$526K	Buy	+14,118	New	+$549K	0.08%	130

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

Cascade Financial Partners's XLRE Position: Q1 2026 in Review

Cascade Financial Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.4% in Q1 2026, buying an estimated $40.7K and bringing the position to 16,257 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #151.

Cascade Financial Partners first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Cascade Financial Partners held 16,257 shares of State Street Real Estate Select Sector SPDR ETF worth $664K as of Q1 2026.
Cascade Financial Partners bought 972 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $40.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Cascade Financial Partners's portfolio in Q1 2026, its #151 holding.
Cascade Financial Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q4 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.