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

Cordatus 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	$2.37M	Sell	58,074 -668	-1%	-$28K	0.56%	54
2025 Q4	$2.37M	Buy	58,742 +318	+0.5%	+$13.1K	0.55%	56
2025 Q3	$2.46M	Buy	58,424 +196	+0.3%	+$8.2K	0.58%	52
2025 Q2	$2.41M	Sell	58,228 -1,674	-3%	-$68.7K	0.59%	50
2025 Q1	$2.51M	Sell	59,902 -123,689	-67%	-$5.15M	0.69%	49
2024 Q4	$7.47M	Buy	183,591 +129,763	+241%	+$5.61M	1.97%	11
2024 Q3	$2.4M	Buy	53,828 +875	+2%	+$36.9K	0.86%	37
2024 Q2	$2.03M	Buy	52,953 +348	+0.7%	+$13.1K	0.76%	42
2024 Q1	$2.08M	Buy	+52,605	New	+$2.05M	1.51%	22

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

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

Cordatus Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q1 2026, selling an estimated $28K and leaving 58,074 shares worth $2.37M. The position accounts for 0.56% of the portfolio, ranked #54.

Cordatus Wealth Management first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.47M in Q4 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Cordatus Wealth Management held 58,074 shares of State Street Real Estate Select Sector SPDR ETF worth $2.37M as of Q1 2026.
Cordatus Wealth Management sold 668 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $28K.
State Street Real Estate Select Sector SPDR ETF made up 0.56% of Cordatus Wealth Management's portfolio in Q1 2026, its #54 holding.
Cordatus Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Cordatus Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.47M in Q4 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.