Guardian Wealth Advisors (North Carolina)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.64K	Buy	+89	New	+$3.73K	﹤0.01%	576
2025 Q3	–	Sell	-78	Closed	-$3.23K	–	564
2025 Q2	$3.23K	Buy	78 +1	+1%	+$41	﹤0.01%	519
2025 Q1	$3.23K	Buy	77 +3	+4%	+$125	﹤0.01%	495
2024 Q4	$3K	Buy	74 +3	+4%	+$130	﹤0.01%	480
2024 Q3	$3.17K	Buy	71 +2	+3%	+$84	﹤0.01%	420
2024 Q2	$2.63K	Sell	69 -19	-22%	-$716	﹤0.01%	408
2024 Q1	$3.49K	Buy	88 +53	+151%	+$2.06K	﹤0.01%	416
2023 Q4	$1.41K	Hold	35	–	–	﹤0.01%	417
2023 Q3	$1.2K	Buy	35 +3	+9%	+$111	﹤0.01%	398
2023 Q2	$1.21K	Buy	32 +2	+7%	+$74	﹤0.01%	396
2023 Q1	$1.12K	Sell	30 -212	-88%	-$8.14K	﹤0.01%	390
2022 Q4	$8.94K	Buy	242 +27	+13%	+$997	﹤0.01%	319
2022 Q3	$8K	Hold	215	–	–	﹤0.01%	296
2022 Q2	$9K	Sell	215 -209	-49%	-$9.32K	﹤0.01%	295
2022 Q1	$20K	Buy	424 +209	+97%	+$9.8K	0.01%	206
2021 Q4	$11K	Buy	+215	New	+$10.3K	﹤0.01%	202

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

Guardian Wealth Advisors (North Carolina)'s XLRE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 89 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in XLRE as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in XLRE in Q4 2021 and has held it in 16 quarters since. The position peaked at $20K in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 89 shares of State Street Real Estate Select Sector SPDR ETF worth $3.64K as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #576 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q1 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.