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

Frazier 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	$1.72K	Hold	42	–	–	﹤0.01%	579
2025 Q4	$1.69K	Buy	42 +1	+2%	+$41	﹤0.01%	562
2025 Q3	$1.74K	Hold	41	–	–	﹤0.01%	524
2025 Q2	$1.7K	Hold	41	–	–	﹤0.01%	525
2025 Q1	$1.71K	Sell	41 -44	-52%	-$1.83K	﹤0.01%	500
2024 Q4	$3.42K	Buy	85 +1	+1%	+$43	﹤0.01%	481
2024 Q3	$3.74K	Buy	84 +1	+1%	+$42	﹤0.01%	585
2024 Q2	$3.2K	Buy	83 +44	+113%	+$1.66K	﹤0.01%	725
2024 Q1	$1.56K	Sell	39 -73	-65%	-$2.84K	﹤0.01%	767
2023 Q4	$4.5K	Buy	+112	New	+$4.02K	﹤0.01%	519

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

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

Frazier Financial Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 42 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Frazier Financial Advisors first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.5K in Q4 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Frazier Financial Advisors held 42 shares of State Street Real Estate Select Sector SPDR ETF worth $1.72K as of Q1 2026.
Frazier Financial Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #579 holding.
Frazier Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.5K in Q4 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.