DHJJ Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

DHJJ Financial Advisors’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	$123	Hold	3	–	–	﹤0.01%	1024
2025 Q4	$122	Hold	3	–	–	﹤0.01%	982
2025 Q3	$127	Hold	3	–	–	﹤0.01%	946
2025 Q2	$125	Hold	3	–	–	﹤0.01%	923
2025 Q1	$126	Hold	3	–	–	﹤0.01%	875
2024 Q4	$123	Hold	3	–	–	﹤0.01%	842
2024 Q3	$135	Hold	3	–	–	﹤0.01%	827
2024 Q2	$116	Hold	3	–	–	﹤0.01%	785
2024 Q1	$119	Hold	3	–	–	﹤0.01%	767
2023 Q4	$121	Hold	3	–	–	﹤0.01%	755
2023 Q3	$103	Buy	+3	New	+$111	﹤0.01%	761

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

DHJJ Financial Advisors's XLRE Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 3 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

DHJJ Financial Advisors first reported a position in XLRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $135 in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

DHJJ Financial Advisors held 3 shares of State Street Real Estate Select Sector SPDR ETF worth $123 as of Q1 2026.
DHJJ Financial Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1024 holding.
DHJJ Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $135 in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.