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

Estate Counselors’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
-5,055
Closed -$204K – 125
2025
Q4 		$204K Sell
5,055
-1,725
-25% -$71K 0.02% 90
2025
Q3 		$286K Hold
6,780
– – 0.02% 84
2025
Q2 		$281K Sell
6,780
-206,178
-97% -$8.47M 0.03% 78
2025
Q1 		$8.91M Buy
212,958
+1,745
+0.8% +$72.7K 0.92% 16
2024
Q4 		$8.59M Sell
211,213
-151,447
-42% -$6.55M 0.92% 14
2024
Q3 		$16.2M Sell
362,660
-375
-0.1% -$15.8K 1.68% 6
2024
Q2 		$13.9M Buy
363,035
+349,355
+2,554% +$13.2M 1.53% 6
2024
Q1 		$541K Sell
13,680
-328,250
-96% -$12.8M 0.06% 95
2023
Q4 		$13.7M Buy
341,930
+247,220
+261% +$8.88M 1.69% 16
2023
Q3 		$3.23M Sell
94,710
-9,220
-9% -$341K 0.43% 41
2023
Q2 		$3.92M Buy
103,930
+3,155
+3% +$116K 0.5% 42
2023
Q1 		$3.77M Buy
100,775
+4,005
+4% +$154K 0.5% 39
2022
Q4 		$3.57M Buy
96,770
+45,825
+90% +$1.69M 0.5% 51
2022
Q3 		$1.83M Sell
50,945
-28,975
-36% -$1.21M 0.28% 50
2022
Q2 		$3.27M Sell
79,920
-6,512
-8% -$290K 0.49% 47
2022
Q1 		$4.18M Sell
86,432
-1,835
-2% -$86K 0.54% 45
2021
Q4 		$4.57M Buy
88,267
+15,957
+22% +$768K 0.56% 43
2021
Q3 		$3.21M Buy
72,310
+31,855
+79% +$1.48M 0.4% 45
2021
Q2 		$1.79M Sell
40,455
-3,650
-8% -$156K 0.23% 58
2021
Q1 		$1.74M Buy
44,105
+26,720
+154% +$1M 0.26% 59
2020
Q4 		$636K Buy
+17,385
New +$631K 0.1% 88
2016
Q4 		– Sell
-31,017
Closed -$1.02M – 74
2016
Q3 		$1.02M Buy
+31,017
New +$1.04M 0.39% 40

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

Estate Counselors's XLRE Position: Q1 2026 in Review

Estate Counselors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,055 shares — an estimated $204K sold.

Estate Counselors first reported a position in XLRE in Q3 2016 and held it in 22 quarters. The position peaked at $16.2M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Estate Counselors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Counselors sold 5,055 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $204K.
  • Estate Counselors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 22 quarters.
  • Estate Counselors's State Street Real Estate Select Sector SPDR ETF position peaked at $16.2M 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 Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.