CWM
XLRE icon

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

Chesapeake 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 		$648K Sell
15,862
-2,923
-16% -$123K 0.2% 97
2025
Q4 		$758K Buy
18,785
+38
+0.2% +$1.56K 0.23% 89
2025
Q3 		$790K Buy
18,747
+303
+2% +$12.7K 0.24% 89
2025
Q2 		$764K Sell
18,444
-1,016
-5% -$41.7K 0.25% 87
2025
Q1 		$814K Buy
19,460
+2,478
+15% +$103K 0.29% 83
2024
Q4 		$691K Buy
16,982
+7,441
+78% +$322K 0.24% 91
2024
Q3 		$426K Sell
9,541
-645
-6% -$27.2K 0.15% 114
2024
Q2 		$391K Buy
10,186
+741
+8% +$27.9K 0.14% 113
2024
Q1 		$373K Buy
9,445
+123
+1% +$4.78K 0.14% 117
2023
Q4 		$373K Buy
9,322
+4
+0% +$144 0.14% 117
2023
Q3 		$317K Buy
9,318
+352
+4% +$13K 0.13% 124
2023
Q2 		$338K Buy
8,966
+803
+10% +$29.6K 0.13% 118
2023
Q1 		$305K Buy
8,163
+957
+13% +$36.7K 0.13% 127
2022
Q4 		$266K Buy
7,206
+357
+5% +$13.2K 0.12% 139
2022
Q3 		$247K Buy
6,849
+308
+5% +$12.9K 0.11% 145
2022
Q2 		$267K Buy
6,541
+254
+4% +$11.3K 0.11% 151
2022
Q1 		$304K Buy
6,287
+860
+16% +$40.3K 0.11% 152
2021
Q4 		$281K Sell
5,427
-443
-8% -$21.3K 0.09% 171
2021
Q3 		$261K Sell
5,870
-869
-13% -$40.4K 0.09% 177
2021
Q2 		$299K Buy
6,739
+150
+2% +$6.43K 0.1% 179
2021
Q1 		$260K Buy
+6,589
New +$248K 0.09% 197

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Chesapeake Wealth Management's XLRE Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 16% in Q1 2026, selling an estimated $123K and leaving 15,862 shares worth $648K. The position accounts for 0.2% of the portfolio, ranked #97.

Chesapeake Wealth Management first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $814K in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Chesapeake Wealth Management held 15,862 shares of State Street Real Estate Select Sector SPDR ETF worth $648K as of Q1 2026.
  • Chesapeake Wealth Management sold 2,923 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $123K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.2% of Chesapeake Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Chesapeake Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Chesapeake Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $814K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.