Golden State Equity Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Golden State Equity 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	$513K	Buy	12,563 +2,738	+28%	+$115K	0.04%	451
2025 Q4	$396K	Buy	+9,825	New	+$404K	0.06%	334
2024 Q4	–	Sell	-404	Closed	-$18K	–	898
2024 Q3	$18K	Buy	+404	New	+$17K	0.01%	523
2023 Q4	$544K	Buy	13,583 +884	+7%	+$31.7K	0.13%	175
2023 Q3	$433K	Buy	12,699 +364	+3%	+$13.5K	0.12%	186
2023 Q2	$465K	Buy	12,335 +2,288	+23%	+$84.4K	0.13%	193
2023 Q1	$376K	Buy	+10,047	New	+$386K	0.2%	124
2021 Q3	–	Sell	-15,664	Closed	-$694K	–	283
2021 Q2	$694K	Buy	+15,664	New	+$672K	0.27%	97

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

Golden State Equity Partners's XLRE Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q1 2026, buying an estimated $115K and bringing the position to 12,563 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #451.

Golden State Equity Partners first reported a position in XLRE in Q2 2021 and has held it in 8 quarters since. The position peaked at $694K in Q2 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Golden State Equity Partners held 12,563 shares of State Street Real Estate Select Sector SPDR ETF worth $513K as of Q1 2026.
Golden State Equity Partners bought 2,738 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $115K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #451 holding.
Golden State Equity Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 8 quarters since.
Golden State Equity Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $694K in Q2 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.