Creekside Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Creekside 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 Q3	$673K	Buy	16,455 +64	+0.4%	+$2.83K	0.25%	82
2026 Q2	$722K	Buy	16,391 +65	+0.4%	+$2.86K	0.26%	80
2026 Q1	$667K	Sell	16,326 -625	-4%	-$26.2K	0.27%	78
2025 Q4	$684K	Buy	16,951 +48	+0.3%	+$1.98K	0.29%	76
2025 Q3	$712K	Buy	16,903 +70	+0.4%	+$2.93K	0.31%	72
2025 Q2	$697K	Buy	16,833 +686	+4%	+$28.2K	0.33%	67
2025 Q1	$676K	Buy	16,147 +58	+0.4%	+$2.42K	0.35%	65
2024 Q4	$654K	Sell	16,089 -1,277	-7%	-$55.3K	0.34%	70
2024 Q3	$776K	Sell	17,366 -2,522	-13%	-$106K	0.4%	57
2024 Q2	$764K	Buy	+19,888	New	+$749K	0.42%	55

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creekside Partners's XLRE Position: Q3 2026 in Review

Creekside Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.39% in Q3 2026, buying an estimated $2.83K and bringing the position to 16,455 shares worth $673K. The position accounts for 0.25% of the portfolio, ranked #82.

Creekside Partners first reported a position in XLRE in Q2 2024 and has held it in 10 quarters since. The position peaked at $776K in Q3 2024. 408 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Creekside Partners held 16,455 shares of State Street Real Estate Select Sector SPDR ETF worth $673K as of Q3 2026.
Creekside Partners bought 64 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $2.83K.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Creekside Partners's portfolio in Q3 2026, its #82 holding.
Creekside Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $776K in Q3 2024.
408 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.