Evermay Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Evermay Wealth Management’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	$30.7K	Buy	751 +16	+2%	+$671	﹤0.01%	350
2025 Q4	$29.7K	Hold	735	–	–	﹤0.01%	354
2025 Q3	$31K	Hold	735	–	–	﹤0.01%	357
2025 Q2	$30.4K	Hold	735	–	–	﹤0.01%	358
2025 Q1	$30.8K	Hold	735	–	–	﹤0.01%	360
2024 Q4	$29.9K	Hold	735	–	–	﹤0.01%	355
2024 Q3	$32.8K	Hold	735	–	–	0.01%	365
2024 Q2	$28.2K	Hold	735	–	–	﹤0.01%	386
2024 Q1	$29.1K	Hold	735	–	–	﹤0.01%	393
2023 Q4	$29.4K	Hold	735	–	–	0.01%	367
2023 Q3	$25K	Hold	735	–	–	0.01%	362
2023 Q2	$27.7K	Hold	735	–	–	0.01%	355
2023 Q1	$27.5K	Hold	735	–	–	0.01%	346
2022 Q4	$27.1K	Hold	735	–	–	0.01%	345
2022 Q3	$26K	Hold	735	–	–	0.01%	326
2022 Q2	$30K	Buy	735 +715	+3,575%	+$31.9K	0.01%	315
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	513
2021 Q4	$1K	Buy	+20	New	+$962	﹤0.01%	500

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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

Evermay Wealth Management's XLRE Position: Q1 2026 in Review

Evermay Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.2% in Q1 2026, buying an estimated $671 and bringing the position to 751 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Evermay Wealth Management first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.8K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Evermay Wealth Management held 751 shares of State Street Real Estate Select Sector SPDR ETF worth $30.7K as of Q1 2026.
Evermay Wealth Management bought 16 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $671.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #350 holding.
Evermay Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Evermay Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $32.8K 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 Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.