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Cherry Tree Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cherry Tree Wealth Management’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 		$23.9K Buy
585
+48
+9% +$2.01K 0.01% 333
2025
Q4 		$21.7K Hold
537
– – ﹤0.01% 346
2025
Q3 		$22.6K Hold
537
– – 0.01% 327
2025
Q2 		$22.2K Buy
+537
New +$22.1K 0.01% 334

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cherry Tree Wealth Management's XLRE Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.9% in Q1 2026, buying an estimated $2.01K and bringing the position to 585 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #333.

Cherry Tree Wealth Management first reported a position in XLRE in Q2 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Cherry Tree Wealth Management held 585 shares of State Street Real Estate Select Sector SPDR ETF worth $23.9K as of Q1 2026.
  • Cherry Tree Wealth Management bought 48 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.01K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #333 holding.
  • Cherry Tree Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 756 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.