Flagship Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Flagship Wealth 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	$97.4K	Sell	2,351 -136	-5%	-$5.7K	0.04%	146
2025 Q4	$100K	Hold	2,487	–	–	0.03%	166
2025 Q3	$105K	Buy	2,487 +136	+6%	+$5.69K	0.03%	163
2025 Q2	$97.4K	Sell	2,351 -306	-12%	-$12.6K	0.04%	159
2025 Q1	$111K	Sell	2,657 -2,173	-45%	-$90.5K	0.05%	145
2024 Q4	$196K	Buy	+4,830	New	+$209K	0.12%	96

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

Flagship Wealth Advisors's XLRE Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.5% in Q1 2026, selling an estimated $5.7K and leaving 2,351 shares worth $97.4K. The position accounts for 0.04% of the portfolio, ranked #146.

Flagship Wealth Advisors first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $196K in Q4 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Flagship Wealth Advisors held 2,351 shares of State Street Real Estate Select Sector SPDR ETF worth $97.4K as of Q1 2026.
Flagship Wealth Advisors sold 136 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $5.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #146 holding.
Flagship Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $196K in Q4 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.