IFG Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

IFG Advisory’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	–	Sell	-25,618	Closed	-$1.03M	–	892
2025 Q4	$1.03M	Buy	25,618 +592	+2%	+$24.4K	0.05%	355
2025 Q3	$1.05M	Sell	25,026 -5,971	-19%	-$250K	0.05%	348
2025 Q2	$1.28M	Buy	30,997 +15,886	+105%	+$652K	0.06%	293
2025 Q1	$632K	Buy	15,111 +1,090	+8%	+$45.4K	0.04%	388
2024 Q4	$570K	Buy	+14,021	New	+$607K	0.03%	388
2024 Q2	–	Sell	-10,649	Closed	-$421K	–	631
2024 Q1	$421K	Buy	10,649 +4,414	+71%	+$172K	0.03%	324
2023 Q4	$250K	Buy	+6,235	New	+$224K	0.02%	510
2023 Q1	–	Sell	-5,928	Closed	-$218K	–	529
2022 Q4	$218K	Sell	5,928 -14,284	-71%	-$527K	0.02%	445
2022 Q3	$727K	Buy	20,212 +143	+0.7%	+$5.99K	0.07%	260
2022 Q2	$820K	Buy	20,069 +639	+3%	+$28.5K	0.09%	223
2022 Q1	$938K	Buy	19,430 +11,126	+134%	+$522K	0.09%	215
2021 Q4	$430K	Sell	8,304 -405	-5%	-$19.5K	0.04%	334
2021 Q3	$387K	Sell	8,709 -4,046	-32%	-$188K	0.04%	344
2021 Q2	$565K	Buy	12,755 +2,651	+26%	+$114K	0.06%	269
2021 Q1	$399K	Buy	+10,104	New	+$380K	0.05%	342

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

IFG Advisory's XLRE Position: Q1 2026 in Review

IFG Advisory sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 25,618 shares — an estimated $1.03M sold.

IFG Advisory first reported a position in XLRE in Q1 2021 and held it in 15 quarters. The position peaked at $1.28M in Q2 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

IFG Advisory reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 25,618 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.03M.
IFG Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 15 quarters.
IFG Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $1.28M in Q2 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.