Florida Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Florida Financial 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	$324K	Buy	+7,926	New	+$332K	0.08%	230
2025 Q4	–	Sell	-4,788	Closed	-$202K	–	303
2025 Q3	$202K	Buy	+4,788	New	+$200K	0.06%	258
2025 Q1	–	Sell	-6,847	Closed	-$278K	–	261
2024 Q4	$278K	Buy	6,847 +554	+9%	+$24K	0.12%	151
2024 Q3	$281K	Buy	+6,293	New	+$265K	0.14%	137

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

Florida Financial Advisors's XLRE Position: Q1 2026 in Review

Florida Financial Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 7,926 shares worth $324K. The stake represents 0.08% of the portfolio and ranks #230 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in XLRE as recently as Q3 2025.

Florida Financial Advisors first reported a position in XLRE in Q3 2024 and has held it in 4 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Florida Financial Advisors held 7,926 shares of State Street Real Estate Select Sector SPDR ETF worth $324K as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new Florida Financial Advisors position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #230 holding.
Florida Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 4 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.