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

Cooksen Wealth’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	$1.04M	Buy	25,541 +632	+3%	+$26.5K	0.76%	28
2025 Q4	$1.01M	Buy	24,909 +612	+3%	+$25.2K	0.74%	29
2025 Q3	$1.02M	Buy	24,297 +2,504	+11%	+$105K	0.76%	28
2025 Q2	$903K	Buy	21,793 +5,485	+34%	+$225K	0.73%	29
2025 Q1	$645K	Sell	16,308 -2,695	-14%	-$112K	0.65%	31
2024 Q4	$773K	Buy	19,003 +1,099	+6%	+$47.6K	0.71%	30
2024 Q3	$800K	Buy	17,904 +388	+2%	+$16.3K	0.75%	29
2024 Q2	$673K	Buy	17,516 +1,208	+7%	+$45.5K	0.68%	29
2024 Q1	$645K	Buy	16,308 +1,971	+14%	+$76.7K	0.67%	31
2023 Q4	$574K	Buy	+14,337	New	+$515K	0.65%	33

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

Cooksen Wealth's XLRE Position: Q1 2026 in Review

Cooksen Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.5% in Q1 2026, buying an estimated $26.5K and bringing the position to 25,541 shares worth $1.04M. The position accounts for 0.76% of the portfolio, ranked #28.

Cooksen Wealth first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Cooksen Wealth held 25,541 shares of State Street Real Estate Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Cooksen Wealth bought 632 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $26.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.76% of Cooksen Wealth's portfolio in Q1 2026, its #28 holding.
Cooksen Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.