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

Dearborn 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	$447K	Buy	10,948 +2,364	+28%	+$99.1K	0.02%	192
2025 Q4	$346K	Buy	8,584 +1,894	+28%	+$77.9K	0.02%	213
2025 Q3	$282K	Buy	6,690 +763	+13%	+$31.9K	0.01%	223
2025 Q2	$245K	Buy	+5,927	New	+$243K	0.01%	241
2025 Q1	–	Sell	-5,131	Closed	-$209K	–	275
2024 Q4	$209K	Buy	+5,131	New	+$222K	0.01%	256

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

Dearborn Partners's XLRE Position: Q1 2026 in Review

Dearborn Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q1 2026, buying an estimated $99.1K and bringing the position to 10,948 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #192.

Dearborn Partners first reported a position in XLRE in Q4 2024 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Dearborn Partners held 10,948 shares of State Street Real Estate Select Sector SPDR ETF worth $447K as of Q1 2026.
Dearborn Partners bought 2,364 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $99.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Dearborn Partners's portfolio in Q1 2026, its #192 holding.
Dearborn Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.