Diversify Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Diversify Advisory Services’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	–	Sell	-9,968	Closed	-$421K	–	881
2025 Q4	$421K	Buy	9,968 +615	+7%	+$25.3K	0.01%	660
2025 Q3	$382K	Sell	9,353 -166	-2%	-$6.94K	0.01%	646
2025 Q2	$391K	Buy	9,519 +815	+9%	+$33.5K	0.02%	613
2025 Q1	$358K	Sell	8,704 -6,769	-44%	-$282K	0.02%	440
2024 Q4	$606K	Sell	15,473 -130	-0.8%	-$5.63K	0.03%	326
2024 Q3	$685K	Sell	15,603 -1,749	-10%	-$73.7K	0.04%	320
2024 Q2	$666K	Buy	17,352 +674	+4%	+$25.4K	0.04%	322
2024 Q1	$648K	Buy	+16,678	New	+$649K	0.04%	358

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

Diversify Advisory Services's XLRE Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 9,968 shares — an estimated $421K sold.

Diversify Advisory Services first reported a position in XLRE in Q1 2024 and held it in 8 quarters. The position peaked at $685K in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Diversify Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 9,968 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $421K.
Diversify Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $685K 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 Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.