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

Edgestream 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 		$601K Buy
+14,725
New +$617K 0.02% 713
2025
Q4 		– Sell
-4,934
Closed -$208K – 1166
2025
Q3 		$208K Buy
+4,934
New +$206K 0.01% 839

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

Edgestream Partners's XLRE Position: Q1 2026 in Review

Edgestream Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 14,725 shares worth $601K. The stake represents 0.02% of the portfolio and ranks #713 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in XLRE as recently as Q3 2025.

Edgestream Partners first reported a position in XLRE in Q3 2025 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Edgestream Partners held 14,725 shares of State Street Real Estate Select Sector SPDR ETF worth $601K as of Q1 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Edgestream Partners position in Q1 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #713 holding.
  • Edgestream Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 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 Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.