Gladstone Institutional Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gladstone Institutional Advisory’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	$4.02M	Sell	98,436 -8,215	-8%	-$344K	0.15%	159
2025 Q4	$4.3M	Sell	106,651 -3,059	-3%	-$126K	0.16%	139
2025 Q3	$4.62M	Buy	109,710 +4,119	+4%	+$172K	0.18%	126
2025 Q2	$4.37M	Buy	105,591 +6,628	+7%	+$272K	0.18%	128
2025 Q1	$4.14M	Sell	98,963 -6,653	-6%	-$277K	0.19%	126
2024 Q4	$4.3M	Buy	105,616 +17,694	+20%	+$766K	0.2%	117
2024 Q3	$3.93M	Sell	87,922 -7,584	-8%	-$320K	0.19%	130
2024 Q2	$3.67M	Sell	95,506 -5,743	-6%	-$216K	0.19%	144
2024 Q1	$4M	Buy	101,249 +57,283	+130%	+$2.23M	0.22%	126
2023 Q4	$1.76M	Sell	43,966 -55,777	-56%	-$2M	0.1%	214
2023 Q3	$3.4M	Buy	99,743 +81,838	+457%	+$3.03M	0.22%	119
2023 Q2	$675K	Buy	17,905 +7,948	+80%	+$293K	0.04%	347
2023 Q1	$372K	Buy	9,957 +1,078	+12%	+$41.4K	0.02%	475
2022 Q4	$328K	Sell	8,879 -28,577	-76%	-$1.05M	0.02%	482
2022 Q3	$1.35M	Buy	37,456 +26,228	+234%	+$1.1M	0.11%	226
2022 Q2	$459K	Sell	11,228 -28,493	-72%	-$1.27M	0.04%	428
2022 Q1	$1.92M	Buy	39,721 +26,652	+204%	+$1.25M	0.13%	193
2021 Q4	$677K	Buy	13,069 +6,752	+107%	+$325K	0.05%	318
2021 Q3	$281K	Buy	6,317 +1,269	+25%	+$59K	0.03%	443
2021 Q2	$224K	Buy	+5,048	New	+$216K	0.03%	466

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

Gladstone Institutional Advisory's XLRE Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.7% in Q1 2026, selling an estimated $344K and leaving 98,436 shares worth $4.02M. The position accounts for 0.15% of the portfolio, ranked #159.

Gladstone Institutional Advisory first reported a position in XLRE in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Gladstone Institutional Advisory held 98,436 shares of State Street Real Estate Select Sector SPDR ETF worth $4.02M as of Q1 2026.
Gladstone Institutional Advisory sold 8,215 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $344K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #159 holding.
Gladstone Institutional Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Gladstone Institutional Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $4.62M in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.