Greykasell Wealth Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Greykasell Wealth Strategies’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	$45.3K	Hold	1,109	–	–	0.02%	253
2025 Q4	$44.7K	Hold	1,109	–	–	0.02%	248
2025 Q3	$46.7K	Hold	1,109	–	–	0.02%	209
2025 Q2	$45.9K	Buy	+1,109	New	+$45.5K	0.02%	197

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $7.59B AUM 23.38% 1-Year Est. Return

Greykasell Wealth Strategies's XLRE Position: Q1 2026 in Review

Greykasell Wealth Strategies held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 1,109 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #253.

Greykasell Wealth Strategies first reported a position in XLRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $46.7K in Q3 2025. 753 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Greykasell Wealth Strategies held 1,109 shares of State Street Real Estate Select Sector SPDR ETF worth $45.3K as of Q1 2026.
Greykasell Wealth Strategies left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #253 holding.
Greykasell Wealth Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Greykasell Wealth Strategies's State Street Real Estate Select Sector SPDR ETF position peaked at $46.7K in Q3 2025.
753 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.