Horizons Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Horizons Wealth 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	$2.05M	Sell	50,096 -642	-1%	-$26.9K	1.34%	20
2025 Q4	$2.05M	Buy	50,738 +9,790	+24%	+$403K	1.34%	20
2025 Q3	$1.73M	Buy	40,948 +1,251	+3%	+$52.3K	1.18%	20
2025 Q2	$1.64M	Buy	39,697 +1,033	+3%	+$42.4K	1.17%	20
2025 Q1	$1.62M	Buy	38,664 +1,353	+4%	+$56.4K	1.2%	20
2024 Q4	$1.52M	Buy	37,311 +1,467	+4%	+$63.5K	1.16%	20
2024 Q3	$1.6M	Sell	35,844 -462	-1%	-$19.5K	1.23%	21
2024 Q2	$1.47M	Sell	36,306 -1,086	-3%	-$40.9K	1.16%	21
2024 Q1	$1.5M	Hold	37,392	–	–	0.98%	20
2023 Q4	$1.5M	Buy	37,392 +35,771	+2,207%	+$1.28M	0.98%	20
2023 Q3	$55.2K	Buy	1,621 +1,574	+3,349%	+$58.2K	0.04%	86
2023 Q2	$1.77K	Buy	+47	New	+$1.73K	﹤0.01%	198

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Horizons Wealth Management's XLRE Position: Q1 2026 in Review

Horizons Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.3% in Q1 2026, selling an estimated $26.9K and leaving 50,096 shares worth $2.05M. The position accounts for 1.34% of the portfolio, ranked #20.

Horizons Wealth Management first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2025. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Horizons Wealth Management held 50,096 shares of State Street Real Estate Select Sector SPDR ETF worth $2.05M as of Q1 2026.
Horizons Wealth Management sold 642 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $26.9K.
State Street Real Estate Select Sector SPDR ETF made up 1.34% of Horizons Wealth Management's portfolio in Q1 2026, its #20 holding.
Horizons Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Horizons Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.05M in Q4 2025.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.