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 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 $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

Creekside Partners's XLRE Position: Q1 2026 in Review

Creekside Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.7% in Q1 2026, selling an estimated $26.2K and leaving 16,326 shares worth $667K. The position accounts for 0.27% of the portfolio, ranked #78.

Creekside Partners first reported a position in XLRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $776K in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Creekside Partners held 16,326 shares of State Street Real Estate Select Sector SPDR ETF worth $667K as of Q1 2026.
Creekside Partners sold 625 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $26.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.27% of Creekside Partners's portfolio in Q1 2026, its #78 holding.
Creekside Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Creekside Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $776K in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.