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

Cerity 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	$6.16M	Sell	150,902 -5,223	-3%	-$219K	0.01%	913
2025 Q4	$6.3M	Buy	156,125 +122,162	+360%	+$5.03M	0.01%	833
2025 Q3	$1.43M	Sell	33,963 -10,428	-23%	-$436K	﹤0.01%	1440
2025 Q2	$1.84M	Buy	44,391 +490	+1%	+$20.1K	﹤0.01%	1256
2025 Q1	$1.84M	Buy	43,901 +16,009	+57%	+$667K	﹤0.01%	1169
2024 Q4	$1.13M	Buy	27,892 +7,292	+35%	+$316K	﹤0.01%	1357
2024 Q3	$920K	Buy	+20,600	New	+$868K	﹤0.01%	1439
2024 Q2	–	Sell	-15,070	Closed	-$596K	–	2426
2024 Q1	$596K	Buy	15,070 +7,365	+96%	+$286K	﹤0.01%	1520
2023 Q4	$309K	Buy	+7,705	New	+$277K	﹤0.01%	1501
2023 Q3	–	Sell	-6,004	Closed	-$226K	–	1733
2023 Q2	$226K	Buy	6,004 +3,687	+159%	+$136K	﹤0.01%	1471
2023 Q1	$677K	Buy	+2,317	New	+$89K	﹤0.01%	1145

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

Cerity Partners's XLRE Position: Q1 2026 in Review

Cerity Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.3% in Q1 2026, selling an estimated $219K and leaving 150,902 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #913.

Cerity Partners first reported a position in XLRE in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.3M in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Cerity Partners held 150,902 shares of State Street Real Estate Select Sector SPDR ETF worth $6.16M as of Q1 2026.
Cerity Partners sold 5,223 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $219K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #913 holding.
Cerity Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
Cerity Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $6.3M in Q4 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.