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

Centaurus Financial’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	$269K	Buy	6,598 +766	+13%	+$32.1K	0.01%	729
2025 Q4	$235K	Buy	5,832 +1,495	+34%	+$61.5K	0.01%	750
2025 Q3	$183K	Sell	4,337 -929	-18%	-$38.9K	0.01%	824
2025 Q2	$218K	Buy	5,266 +516	+11%	+$21.2K	0.01%	696
2025 Q1	$199K	Buy	4,750 +1,617	+52%	+$67.4K	0.01%	679
2024 Q4	$127K	Sell	3,133 -3,613	-54%	-$156K	0.01%	808
2024 Q3	$301K	Buy	6,746 +162	+2%	+$6.83K	0.02%	534
2024 Q2	$253K	Sell	6,584 -2,434	-27%	-$91.7K	0.02%	544
2024 Q1	$356K	Sell	9,018 -48,304	-84%	-$1.88M	0.02%	452
2023 Q4	$2.3M	Buy	57,322 +17,618	+44%	+$633K	0.17%	125
2023 Q3	$1.35M	Buy	39,704 +21,674	+120%	+$802K	0.12%	177
2023 Q2	$680K	Sell	18,030 -32,854	-65%	-$1.21M	0.06%	300
2023 Q1	$1.9M	Buy	50,884 +37,923	+293%	+$1.46M	0.15%	158
2022 Q4	$479K	Sell	12,961 -17,815	-58%	-$658K	0.05%	377
2022 Q3	$1.11M	Sell	30,776 -2,860	-9%	-$120K	0.11%	219
2022 Q2	$1.37M	Buy	33,636 +5,084	+18%	+$227K	0.14%	186
2022 Q1	$1.38M	Sell	28,552 -70	-0.2%	-$3.28K	0.11%	226
2021 Q4	$1.48M	Buy	28,622 +223	+0.8%	+$10.7K	0.11%	209
2021 Q3	$1.26M	Sell	28,399 -62,821	-69%	-$2.92M	0.11%	229
2021 Q2	$4.04M	Buy	+91,220	New	+$3.91M	0.34%	67
2020 Q2	–	Sell	-17,212	Closed	-$534K	–	653
2020 Q1	$534K	Sell	17,212 -21,584	-56%	-$806K	0.11%	205
2019 Q4	$1.5M	Sell	38,796 -13,111	-25%	-$507K	0.21%	113
2019 Q3	$2.04M	Buy	51,907 +26,228	+102%	+$1.01M	0.32%	82
2019 Q2	$944K	Buy	25,679 +24,743	+2,643%	+$904K	0.15%	168
2019 Q1	$25.9K	Buy	936 +155	+20%	+$5.29K	0.15%	133
2018 Q4	$25	Buy	781 +758	+3,296%	+$24.6K	0.18%	109
2018 Q3	$763	Sell	23 -1,710	-99%	-$56.7K	0.14%	173
2018 Q2	$57K	Buy	+1,733	New	+$54.2K	0.01%	898

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

Centaurus Financial's XLRE Position: Q1 2026 in Review

Centaurus Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q1 2026, buying an estimated $32.1K and bringing the position to 6,598 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #729.

Centaurus Financial first reported a position in XLRE in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.04M in Q2 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Centaurus Financial held 6,598 shares of State Street Real Estate Select Sector SPDR ETF worth $269K as of Q1 2026.
Centaurus Financial bought 766 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $32.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #729 holding.
Centaurus Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
Centaurus Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $4.04M in Q2 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.