GM
XLRE icon

GeoWealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

GeoWealth Management’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 		$383K Buy
9,378
+1,777
+23% +$74.5K 0.01% 533
2025
Q4 		$307K Sell
7,601
-3,646
-32% -$150K 0.01% 562
2025
Q3 		$474K Buy
11,247
+1,287
+13% +$53.8K 0.02% 463
2025
Q2 		$413K Sell
9,960
-16,262
-62% -$668K 0.02% 450
2025
Q1 		$1.1M Sell
26,222
-104,631
-80% -$4.36M 0.04% 238
2024
Q4 		$5.32M Sell
130,853
-27,184
-17% -$1.18M 0.17% 91
2024
Q3 		$7.06M Buy
158,037
+88,075
+126% +$3.71M 0.25% 70
2024
Q2 		$2.69M Sell
69,962
-88,965
-56% -$3.35M 0.12% 129
2024
Q1 		$6.28M Buy
158,927
+9,369
+6% +$364K 0.24% 78
2023
Q4 		$5.99M Buy
149,558
+21,383
+17% +$768K 0.5% 53
2023
Q3 		$4.37M Buy
128,175
+22,170
+21% +$820K 0.5% 57
2023
Q2 		$4M Buy
106,005
+105,994
+963,582% +$3.91M 0.43% 46
2023
Q1 		$0 Sell
11
-29
-73% -$1.11K ﹤0.01% 447
2022
Q4 		$2K Sell
40
-504
-93% -$18.6K ﹤0.01% 352
2022
Q3 		$19K Sell
544
-20
-4% -$838 ﹤0.01% 317
2022
Q2 		$24K Sell
564
-20
-3% -$892 ﹤0.01% 293
2022
Q1 		$28K Sell
584
-10,753
-95% -$504K ﹤0.01% 350
2021
Q4 		$589K Sell
11,337
-158
-1% -$7.6K 0.05% 189
2021
Q3 		$511K Buy
11,495
+413
+4% +$19.2K 0.04% 213
2021
Q2 		$492K Sell
11,082
-1,174
-10% -$50.3K 0.06% 148
2021
Q1 		$484K Buy
12,256
+3,033
+33% +$114K 0.08% 121
2020
Q4 		$339K Sell
9,223
-756
-8% -$27.4K 0.05% 167
2020
Q3 		$353K Buy
+9,979
New +$356K 0.11% 110

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

GeoWealth Management's XLRE Position: Q1 2026 in Review

GeoWealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 23% in Q1 2026, buying an estimated $74.5K and bringing the position to 9,378 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #533.

GeoWealth Management first reported a position in XLRE in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.06M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • GeoWealth Management held 9,378 shares of State Street Real Estate Select Sector SPDR ETF worth $383K as of Q1 2026.
  • GeoWealth Management bought 1,777 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $74.5K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #533 holding.
  • GeoWealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • GeoWealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.06M in Q3 2024.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.