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

Gateway Wealth Partners’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	$289K	Sell	7,070 -2,792	-28%	-$117K	0.01%	777
2025 Q4	$398K	Sell	9,862 -1,984	-17%	-$81.6K	0.04%	307
2025 Q3	$499K	Buy	11,846 +382	+3%	+$16K	0.07%	247
2025 Q2	$475K	Buy	+11,464	New	+$471K	0.09%	204
2023 Q4	–	Sell	-6,027	Closed	-$205K	–	293
2023 Q3	$205K	Buy	6,027 +163	+3%	+$6.03K	0.04%	250
2023 Q2	$221K	Sell	5,864 -246	-4%	-$9.07K	0.04%	221
2023 Q1	$228K	Sell	6,110 -848	-12%	-$32.6K	0.04%	197
2022 Q4	$257K	Buy	+6,958	New	+$257K	0.04%	159

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

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

Gateway Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q1 2026, selling an estimated $117K and leaving 7,070 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #777.

Gateway Wealth Partners first reported a position in XLRE in Q4 2022 and has held it in 8 quarters since. The position peaked at $499K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Gateway Wealth Partners held 7,070 shares of State Street Real Estate Select Sector SPDR ETF worth $289K as of Q1 2026.
Gateway Wealth Partners sold 2,792 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $117K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #777 holding.
Gateway Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $499K in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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