Focus Partners Wealth
XLRE icon

Focus Partners Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Focus Partners Wealth’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 		$1.81M Sell
44,272
-8,555
-16% -$359K ﹤0.01% 1356
2025
Q4 		$2.13M Buy
52,827
+32,621
+161% +$1.34M ﹤0.01% 1296
2025
Q3 		$851K Sell
20,206
-4,215
-17% -$176K ﹤0.01% 1355
2025
Q2 		$1.01M Sell
24,421
-119,153
-83% -$4.89M ﹤0.01% 1135
2025
Q1 		$6.01M Buy
143,574
+117,767
+456% +$4.91M 0.02% 582
2024
Q4 		$1.05M Buy
25,807
+12,381
+92% +$536K ﹤0.01% 1046
2024
Q3 		$600K Buy
+13,426
New +$566K ﹤0.01% 1092

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Focus Partners Wealth's XLRE Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 16% in Q1 2026, selling an estimated $359K and leaving 44,272 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Focus Partners Wealth first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.01M in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Focus Partners Wealth held 44,272 shares of State Street Real Estate Select Sector SPDR ETF worth $1.81M as of Q1 2026.
  • Focus Partners Wealth sold 8,555 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $359K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1356 holding.
  • Focus Partners Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $6.01M in Q1 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.