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

Estate Planners Group’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	-1,000	Closed	-$40.4K	–	432
2025 Q4	$40.4K	Buy	+1,000	New	+$41.2K	0.02%	153

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

Estate Planners Group's XLRE Position: Q1 2026 in Review

Estate Planners Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 1,000 shares — an estimated $40.4K sold.

Estate Planners Group first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $40.4K in Q4 2025. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Estate Planners Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,000 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $40.4K.
Estate Planners Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's State Street Real Estate Select Sector SPDR ETF position peaked at $40.4K in Q4 2025.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.