Freestone Capital Holdings’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Freestone Capital Holdings’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	$11.3M	Buy	276,106 +42,345	+18%	+$1.77M	0.34%	53
2025 Q4	$9.43M	Buy	233,761 +8,487	+4%	+$349K	0.28%	62
2025 Q3	$9.49M	Sell	225,274 -16,010	-7%	-$670K	0.29%	58
2025 Q2	$9.99M	Buy	241,284 +14,374	+6%	+$590K	0.34%	54
2025 Q1	$9.5M	Sell	226,910 -6,413	-3%	-$267K	0.35%	54
2024 Q4	$9.49M	Buy	233,323 +8,763	+4%	+$379K	0.33%	54
2024 Q3	$10M	Buy	224,560 +8,546	+4%	+$360K	0.34%	58
2024 Q2	$8.3M	Buy	216,014 +12,725	+6%	+$479K	0.3%	61
2024 Q1	$8.04M	Buy	203,289 +18,998	+10%	+$739K	0.3%	63
2023 Q4	$7.38M	Sell	184,291 -165,752	-47%	-$5.95M	0.33%	60
2023 Q3	$11.9M	Buy	+350,043	New	+$13M	0.63%	32

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

Freestone Capital Holdings's XLRE Position: Q1 2026 in Review

Freestone Capital Holdings increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 18% in Q1 2026, buying an estimated $1.77M and bringing the position to 276,106 shares worth $11.3M. The position accounts for 0.34% of the portfolio, ranked #53.

Freestone Capital Holdings first reported a position in XLRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q3 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Freestone Capital Holdings held 276,106 shares of State Street Real Estate Select Sector SPDR ETF worth $11.3M as of Q1 2026.
Freestone Capital Holdings bought 42,345 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.77M.
State Street Real Estate Select Sector SPDR ETF made up 0.34% of Freestone Capital Holdings's portfolio in Q1 2026, its #53 holding.
Freestone Capital Holdings first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Freestone Capital Holdings's State Street Real Estate Select Sector SPDR ETF position peaked at $11.9M in Q3 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.