Creative Financial Designs’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Creative Financial Designs’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	$3.03M	Buy	74,236 +1,874	+3%	+$78.5K	0.18%	113
2025 Q4	$2.92M	Sell	72,362 -5,849	-7%	-$241K	0.18%	111
2025 Q3	$3.3M	Buy	78,211 +2,164	+3%	+$90.5K	0.22%	103
2025 Q2	$3.15M	Buy	76,047 +2,798	+4%	+$115K	0.23%	101
2025 Q1	$3.07M	Sell	73,249 -4,195	-5%	-$175K	0.24%	86
2024 Q4	$3.15M	Buy	77,444 +561	+0.7%	+$24.3K	0.26%	84
2024 Q3	$3.43M	Sell	76,883 -451	-0.6%	-$19K	0.29%	74
2024 Q2	$2.97M	Buy	77,334 +15,973	+26%	+$602K	0.26%	81
2024 Q1	$2.43M	Buy	61,361 +4,018	+7%	+$156K	0.23%	91
2023 Q4	$2.3M	Sell	57,343 -20,944	-27%	-$752K	0.23%	88
2023 Q3	$2.67M	Sell	78,287 -6,433	-8%	-$238K	0.31%	70
2023 Q2	$3.19M	Sell	84,720 -80,180	-49%	-$2.96M	0.38%	62
2023 Q1	$6.16M	Buy	164,900 +27,198	+20%	+$1.04M	0.81%	29
2022 Q4	$5.09M	Buy	137,702 +9,291	+7%	+$343K	0.75%	34
2022 Q3	$4.62M	Buy	128,411 +14,429	+13%	+$604K	0.76%	30
2022 Q2	$4.66M	Buy	113,982 +14,308	+14%	+$638K	0.76%	31
2022 Q1	$4.82M	Buy	99,674 +5,941	+6%	+$278K	0.73%	32
2021 Q4	$4.86M	Buy	93,733 +6,892	+8%	+$332K	0.73%	32
2021 Q3	$3.86M	Buy	86,841 +7,046	+9%	+$327K	0.64%	33
2021 Q2	$3.54M	Buy	79,795 +4,043	+5%	+$173K	0.61%	35
2021 Q1	$2.99M	Buy	75,752 +5,072	+7%	+$191K	0.58%	36
2020 Q4	$2.58M	Buy	70,680 +4,130	+6%	+$150K	0.55%	37
2020 Q3	$2.35M	Buy	66,550 +63,653	+2,197%	+$2.27M	0.58%	37
2020 Q2	$101K	Buy	2,897 +1,684	+139%	+$56.9K	0.03%	286
2020 Q1	$38K	Buy	1,213 +1,077	+792%	+$40.2K	0.02%	249
2019 Q4	$5K	Buy	136 +1	+0.7%	+$39	﹤0.01%	478
2019 Q3	$5K	Buy	+135	New	+$5.18K	﹤0.01%	483
2017 Q4	–	Sell	-121	Closed	-$4K	–	796
2017 Q3	$4K	Buy	121 +1	+0.8%	+$32	﹤0.01%	563
2017 Q2	$4K	Buy	120 +26	+28%	+$833	﹤0.01%	570
2017 Q1	$3K	Sell	94 -44	-32%	-$1.37K	﹤0.01%	567
2016 Q4	$4K	Buy	+138	New	+$4.22K	﹤0.01%	519

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

Creative Financial Designs's XLRE Position: Q1 2026 in Review

Creative Financial Designs increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.6% in Q1 2026, buying an estimated $78.5K and bringing the position to 74,236 shares worth $3.03M. The position accounts for 0.18% of the portfolio, ranked #113.

Creative Financial Designs first reported a position in XLRE in Q4 2016 and has held it in 31 quarters since. The position peaked at $6.16M in Q1 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Creative Financial Designs held 74,236 shares of State Street Real Estate Select Sector SPDR ETF worth $3.03M as of Q1 2026.
Creative Financial Designs bought 1,874 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $78.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Creative Financial Designs's portfolio in Q1 2026, its #113 holding.
Creative Financial Designs first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 31 quarters since.
Creative Financial Designs's State Street Real Estate Select Sector SPDR ETF position peaked at $6.16M in Q1 2023.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.