Coston McIsaac & Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Coston McIsaac & 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	$0	Hold	1	–	–	﹤0.01%	927
2025 Q4	$0	Hold	1	–	–	﹤0.01%	925
2025 Q3	$0	Hold	1	–	–	﹤0.01%	870
2025 Q2	$0	Sell	1 -29	-97%	-$1.19K	﹤0.01%	851
2025 Q1	$1K	Buy	30 +1	+3%	+$42	﹤0.01%	736
2024 Q4	$1K	Hold	29	–	–	﹤0.01%	734
2024 Q3	$1	Hold	29	–	–	﹤0.01%	738
2024 Q2	$1K	Hold	29	–	–	﹤0.01%	717
2024 Q1	$1K	Hold	29	–	–	﹤0.01%	703
2023 Q4	$1K	Hold	29	–	–	﹤0.01%	701
2023 Q3	$0	Hold	29	–	–	﹤0.01%	810
2023 Q2	$1K	Hold	29	–	–	﹤0.01%	743
2023 Q1	$1K	Hold	29	–	–	﹤0.01%	774
2022 Q4	$1	Hold	29	–	–	﹤0.01%	742
2022 Q3	$1K	Hold	29	–	–	﹤0.01%	663
2022 Q2	$1K	Buy	+29	New	+$1.29K	﹤0.01%	470

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

Coston McIsaac & Partners's XLRE Position: Q1 2026 in Review

Coston McIsaac & Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Coston McIsaac & Partners first reported a position in XLRE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1K in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Coston McIsaac & Partners held 1 share of State Street Real Estate Select Sector SPDR ETF worth $0 as of Q1 2026.
Coston McIsaac & Partners left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #927 holding.
Coston McIsaac & Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1K 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 Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.