Envestnet Portfolio Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Envestnet Portfolio Solutions’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	-12,233	Closed	-$494K	–	1532
2025 Q4	$494K	Buy	12,233 +1,017	+9%	+$41.9K	﹤0.01%	1061
2025 Q3	$473K	Sell	11,216 -1,129	-9%	-$47.2K	﹤0.01%	1058
2025 Q2	$511K	Sell	12,345 -5,821	-32%	-$239K	﹤0.01%	1089
2025 Q1	$760K	Buy	18,166 +362	+2%	+$15.1K	﹤0.01%	887
2024 Q4	$724K	Sell	17,804 -4,137	-19%	-$179K	﹤0.01%	1067
2024 Q3	$980K	Buy	21,941 +8,405	+62%	+$354K	﹤0.01%	899
2024 Q2	$520K	Sell	13,536 -1,246	-8%	-$46.9K	﹤0.01%	1121
2024 Q1	$584K	Buy	14,782 +885	+6%	+$34.4K	﹤0.01%	1051
2023 Q4	$557K	Buy	13,897 +1,790	+15%	+$64.3K	﹤0.01%	1004
2023 Q3	$412K	Buy	+12,107	New	+$448K	﹤0.01%	1065

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Portfolio Solutions's XLRE Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 12,233 shares — an estimated $494K sold.

Envestnet Portfolio Solutions first reported a position in XLRE in Q3 2023 and held it in 10 quarters. The position peaked at $980K in Q3 2024. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 12,233 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $494K.
Envestnet Portfolio Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $980K in Q3 2024.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.