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Dynamic Wealth Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dynamic Wealth Strategies’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 		$77.6K Buy
1,900
+1,700
+850% +$71.2K 0.04% 129
2025
Q4 		$8.07K Buy
+200
New +$8.23K ﹤0.01% 227

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Dynamic Wealth Strategies's XLRE Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 850% in Q1 2026, buying an estimated $71.2K and bringing the position to 1,900 shares worth $77.6K. The position accounts for 0.04% of the portfolio, ranked #129.

Dynamic Wealth Strategies first reported a position in XLRE in Q4 2025 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Dynamic Wealth Strategies held 1,900 shares of State Street Real Estate Select Sector SPDR ETF worth $77.6K as of Q1 2026.
  • Dynamic Wealth Strategies bought 1,700 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $71.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #129 holding.
  • Dynamic Wealth Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.