Financial Freedom LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Financial Freedom LLC’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	$83.8K	Buy	2,053 +8	+0.4%	+$335	0.04%	147
2025 Q4	$82.5K	Buy	2,045 +14	+0.7%	+$576	0.04%	150
2025 Q3	$85.6K	Sell	2,031 -74	-4%	-$3.1K	0.04%	147
2025 Q2	$87.2K	Buy	2,105 +11	+0.5%	+$452	0.05%	142
2025 Q1	$87.6K	Buy	2,094 +8	+0.4%	+$333	0.05%	140
2024 Q4	$84.8K	Sell	2,086 -9,247	-82%	-$400K	0.04%	136
2024 Q3	$506K	Sell	11,333 -958	-8%	-$40.4K	0.27%	60
2024 Q2	$472K	Sell	12,291 -3,159	-20%	-$119K	0.27%	58
2024 Q1	$611K	Sell	15,450 -18,740	-55%	-$729K	0.36%	50
2023 Q4	$1.37M	Sell	34,190 -71,390	-68%	-$2.56M	0.87%	27
2023 Q3	$3.6M	Sell	105,580 -26,041	-20%	-$964K	2.55%	9
2023 Q2	$4.96M	Buy	131,621 +16,705	+15%	+$616K	3.48%	7
2023 Q1	$4.3M	Buy	114,916 +9,875	+9%	+$379K	3.13%	9
2022 Q4	$3.88M	Buy	+105,041	New	+$3.88M	2.61%	10

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

Financial Freedom LLC's XLRE Position: Q1 2026 in Review

Financial Freedom LLC increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.39% in Q1 2026, buying an estimated $335 and bringing the position to 2,053 shares worth $83.8K. The position accounts for 0.04% of the portfolio, ranked #147.

Financial Freedom LLC first reported a position in XLRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.96M in Q2 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Financial Freedom LLC held 2,053 shares of State Street Real Estate Select Sector SPDR ETF worth $83.8K as of Q1 2026.
Financial Freedom LLC bought 8 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $335.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Financial Freedom LLC's portfolio in Q1 2026, its #147 holding.
Financial Freedom LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $4.96M in Q2 2023.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.