Corient Private Wealth
XLRE icon

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

Corient Private 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 		$6.31M Sell
165,463
-232,679
-58% -$9.75M 0.01% 774
2025
Q4 		$16.1M Buy
398,142
+287,246
+259% +$11.8M 0.01% 620
2025
Q3 		$4.67M Sell
110,896
-93,117
-46% -$3.9M 0.01% 737
2025
Q2 		$8.45M Buy
204,013
+1,524
+0.8% +$62.6K 0.01% 559
2025
Q1 		$8.47M Sell
202,489
-8,473
-4% -$353K 0.01% 552
2024
Q4 		$7.8M Buy
210,962
+13,908
+7% +$602K 0.01% 574
2024
Q3 		$8.8M Buy
197,054
+43,307
+28% +$1.82M 0.01% 597
2024
Q2 		$5.91M Sell
153,747
-7,603
-5% -$286K 0.01% 664
2024
Q1 		$6.38M Sell
161,350
-28,075
-15% -$1.09M 0.01% 645
2023
Q4 		$7.59M Buy
189,425
+40,552
+27% +$1.46M 0.01% 591
2023
Q3 		$5.07M Sell
148,873
-30,132
-17% -$1.12M 0.01% 635
2023
Q2 		$6.75M Buy
179,005
+60,587
+51% +$2.23M 0.02% 551
2023
Q1 		$4.43M Buy
118,418
+8,238
+7% +$316K 0.01% 625
2022
Q4 		$4.07M Buy
+110,180
New +$4.07M 0.01% 543

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

Corient Private Wealth's XLRE Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 58% in Q1 2026, selling an estimated $9.75M and leaving 165,463 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #774.

Corient Private Wealth first reported a position in XLRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Corient Private Wealth held 165,463 shares of State Street Real Estate Select Sector SPDR ETF worth $6.31M as of Q1 2026.
  • Corient Private Wealth sold 232,679 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $9.75M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #774 holding.
  • Corient Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $16.1M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.