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

Copia 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 		$867K Sell
21,228
-6,777
-24% -$284K 0.6% 44
2025
Q4 		$1.13M Sell
28,005
-3,926
-12% -$162K 0.81% 32
2025
Q3 		$1.35M Sell
31,931
-354
-1% -$14.8K 1% 29
2025
Q2 		$1.34M Sell
32,285
-10,166
-24% -$417K 1.13% 23
2025
Q1 		$1.78M Buy
42,451
+3,751
+10% +$156K 1.64% 16
2024
Q4 		$1.57M Buy
+38,700
New +$1.67M 1.5% 17

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

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

Copia Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 24% in Q1 2026, selling an estimated $284K and leaving 21,228 shares worth $867K. The position accounts for 0.6% of the portfolio, ranked #44.

Copia Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.78M in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Copia Wealth Management held 21,228 shares of State Street Real Estate Select Sector SPDR ETF worth $867K as of Q1 2026.
  • Copia Wealth Management sold 6,777 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $284K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.6% of Copia Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Copia Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.78M 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 Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.