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

Concord Wealth 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 		– Sell
-406
Closed -$16.4K – 806
2025
Q4 		$16.4K Sell
406
-443
-52% -$18.2K ﹤0.01% 471
2025
Q3 		$35.8K Sell
849
-796
-48% -$33.3K ﹤0.01% 386
2025
Q2 		$68.1K Sell
1,645
-437
-21% -$17.9K 0.01% 302
2025
Q1 		$87.1K Sell
2,082
-99
-5% -$4.12K 0.01% 259
2024
Q4 		$88.7K Sell
2,181
-2,389
-52% -$103K 0.01% 263
2024
Q3 		$204K Buy
4,570
+201
+5% +$8.47K 0.03% 201
2024
Q2 		$168K Sell
4,369
-3,357
-43% -$126K 0.03% 210
2024
Q1 		$305K Sell
7,726
-1,565
-17% -$60.9K 0.06% 171
2023
Q4 		$372K Sell
9,291
-6,606
-42% -$237K 0.07% 148
2023
Q3 		$542K Sell
15,897
-3,833
-19% -$142K 0.12% 121
2023
Q2 		$744K Buy
19,730
+6,745
+52% +$249K 0.16% 83
2023
Q1 		$485K Buy
12,985
+932
+8% +$35.8K 0.14% 90
2022
Q4 		$445K Buy
+12,053
New +$445K 0.13% 92
2022
Q3 		– Sell
-230
Closed -$9K – 1185
2022
Q2 		$9K Buy
+230
New +$10.3K ﹤0.01% 717
2022
Q1 		– Sell
-72
Closed -$4K – 1410
2021
Q4 		$4K Buy
+72
New +$3.46K ﹤0.01% 1019

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

Concord Wealth Partners's XLRE Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 406 shares — an estimated $16.4K sold.

Concord Wealth Partners first reported a position in XLRE in Q4 2021 and held it in 15 quarters. The position peaked at $744K in Q2 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Concord Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 406 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $16.4K.
  • Concord Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
  • Concord Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $744K in Q2 2023.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.