Darwin Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Darwin Wealth Management’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	$3.19K	Sell	78 -244	-76%	-$10.2K	﹤0.01%	451
2025 Q4	$13K	Buy	+322	New	+$13.3K	﹤0.01%	349
2023 Q2	–	Sell	-11,212	Closed	-$420K	–	172
2023 Q1	$420K	Sell	11,212 -2,181	-16%	-$83.8K	0.11%	103
2022 Q4	$530K	Sell	13,393 -312	-2%	-$11.5K	0.14%	99
2022 Q3	$480K	Sell	13,705 -1,658	-11%	-$69.4K	0.12%	101
2022 Q2	$666K	Buy	15,363 +2,399	+19%	+$107K	0.13%	100
2022 Q1	$626K	Buy	12,964 +4,537	+54%	+$213K	0.1%	109
2021 Q4	$395K	Buy	8,427 +3,131	+59%	+$151K	0.06%	129
2021 Q3	$235K	Sell	5,296 -7,061	-57%	-$328K	0.04%	149
2021 Q2	$548K	Buy	+12,357	New	+$530K	0.09%	108
2020 Q2	–	Sell	-301	Closed	-$9K	–	814
2020 Q1	$9K	Buy	+301	New	+$11.2K	﹤0.01%	503

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

Darwin Wealth Management's XLRE Position: Q1 2026 in Review

Darwin Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 76% in Q1 2026, selling an estimated $10.2K and leaving 78 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Darwin Wealth Management first reported a position in XLRE in Q1 2020 and has held it in 11 quarters since. The position peaked at $666K in Q2 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Darwin Wealth Management held 78 shares of State Street Real Estate Select Sector SPDR ETF worth $3.19K as of Q1 2026.
Darwin Wealth Management sold 244 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $10.2K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #451 holding.
Darwin Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 11 quarters since.
Darwin Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $666K in Q2 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.