H&H Retirement Design & Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

H&H Retirement Design & 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	$1.33M	Buy	29,963 +337	+1%	+$14.1K	0.62%	38
2025 Q4	$1.21M	Buy	29,626 +2,463	+9%	+$101K	0.62%	38
2025 Q3	$1.12M	Sell	27,163 -620	-2%	-$25.9K	0.59%	39
2025 Q2	$1.17M	Buy	27,783 +2,056	+8%	+$84.4K	0.64%	34
2025 Q1	$1.02M	Sell	25,727 -83	-0.3%	-$3.46K	0.68%	30
2024 Q4	$1.09M	Buy	25,810 +649	+3%	+$28.1K	0.66%	33
2024 Q3	$1.11M	Buy	25,161 +863	+4%	+$36.4K	0.66%	37
2024 Q2	$994K	Buy	24,298 +625	+3%	+$23.5K	0.61%	39
2024 Q1	$856K	Sell	23,673 -2,463	-9%	-$95.8K	0.57%	42
2023 Q4	$1M	Buy	+26,136	New	+$939K	0.63%	33

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

H&H Retirement Design & Management's XLRE Position: Q1 2026 in Review

H&H Retirement Design & Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q1 2026, buying an estimated $14.1K and bringing the position to 29,963 shares worth $1.33M. The position accounts for 0.62% of the portfolio, ranked #38.

H&H Retirement Design & Management first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

H&H Retirement Design & Management held 29,963 shares of State Street Real Estate Select Sector SPDR ETF worth $1.33M as of Q1 2026.
H&H Retirement Design & Management bought 337 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $14.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.62% of H&H Retirement Design & Management's portfolio in Q1 2026, its #38 holding.
H&H Retirement Design & Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.