Farther Finance Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Farther Finance Advisors’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	$535K	Buy	13,054 +7,778	+147%	+$326K	0.01%	1348
2025 Q4	$213K	Sell	5,276 -922	-15%	-$37.9K	﹤0.01%	1879
2025 Q3	$261K	Buy	6,198 +228	+4%	+$9.54K	﹤0.01%	1457
2025 Q2	$247K	Sell	5,970 -449	-7%	-$18.4K	﹤0.01%	1286
2025 Q1	$269K	Buy	6,419 +4,720	+278%	+$197K	0.01%	1095
2024 Q4	$69.1K	Hold	1,699	–	–	﹤0.01%	1489
2024 Q3	$75.9K	Buy	1,699 +1,514	+818%	+$63.8K	﹤0.01%	1436
2024 Q2	$7.02K	Buy	185 +2	+1%	+$75	﹤0.01%	2234
2024 Q1	$7.11K	Hold	183	–	–	﹤0.01%	1903
2023 Q4	$7.33K	Hold	183	–	–	﹤0.01%	1769
2023 Q3	$6.24K	Hold	183	–	–	﹤0.01%	1446
2023 Q2	$6.9K	Buy	+183	New	+$6.75K	﹤0.01%	1317

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

Farther Finance Advisors's XLRE Position: Q1 2026 in Review

Farther Finance Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 147% in Q1 2026, buying an estimated $326K and bringing the position to 13,054 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1348.

Farther Finance Advisors first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Farther Finance Advisors held 13,054 shares of State Street Real Estate Select Sector SPDR ETF worth $535K as of Q1 2026.
Farther Finance Advisors bought 7,778 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $326K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1348 holding.
Farther Finance Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.