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

IHT 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	$7.17M	Buy	175,572 +66,520	+61%	+$2.79M	0.17%	123
2025 Q4	$4.4M	Sell	109,052 -9,594	-8%	-$395K	0.11%	193
2025 Q3	$5M	Buy	118,646 +1,174	+1%	+$49.1K	0.13%	162
2025 Q2	$4.87M	Sell	117,472 -17,159	-13%	-$705K	0.13%	157
2025 Q1	$5.63M	Buy	134,631 +32,699	+32%	+$1.36M	0.18%	119
2024 Q4	$4.15M	Sell	101,932 -22,322	-18%	-$966K	0.13%	149
2024 Q3	$5.55M	Buy	124,254 +13,361	+12%	+$563K	0.16%	123
2024 Q2	$4.26M	Buy	110,893 +30,977	+39%	+$1.17M	0.16%	130
2024 Q1	$3.16M	Buy	79,916 +20,694	+35%	+$805K	0.13%	158
2023 Q4	$2.37M	Sell	59,222 -4,447	-7%	-$160K	0.11%	194
2023 Q3	$2.17M	Sell	63,669 -13,919	-18%	-$515K	0.11%	184
2023 Q2	$2.92M	Buy	77,588 +3,636	+5%	+$134K	0.15%	128
2023 Q1	$2.76M	Buy	73,952 +1,613	+2%	+$61.9K	0.16%	130
2022 Q4	$2.67M	Sell	72,339 -6,542	-8%	-$241K	0.17%	137
2022 Q3	$2.84M	Buy	78,881 +12,460	+19%	+$522K	0.22%	102
2022 Q2	$2.71M	Buy	66,421 +3,388	+5%	+$151K	0.24%	94
2022 Q1	$3.05M	Sell	63,033 -55,855	-47%	-$2.62M	0.23%	92
2021 Q4	$6.16M	Sell	118,888 -212,581	-64%	-$10.2M	0.45%	38
2021 Q3	$14.7M	Buy	331,469 +251,349	+314%	+$11.7M	1.2%	12
2021 Q2	$3.55M	Buy	80,120 +4,856	+6%	+$208K	0.23%	92
2021 Q1	$2.97M	Buy	75,264 +4,991	+7%	+$188K	0.21%	102
2020 Q4	$2.57M	Buy	70,273 +29,046	+70%	+$1.05M	0.21%	114
2020 Q3	$1.45M	Buy	41,227 +15,905	+63%	+$567K	0.15%	148
2020 Q2	$881K	Buy	25,322 +3,579	+16%	+$121K	0.12%	184
2020 Q1	$674K	Buy	21,743 +5,363	+33%	+$200K	0.1%	221
2019 Q4	$633K	Buy	16,380 +30	+0.2%	+$1.16K	0.08%	284
2019 Q3	$643K	Buy	16,350 +5,693	+53%	+$218K	0.09%	272
2019 Q2	$392K	Buy	10,657 +1,269	+14%	+$46.4K	0.06%	342
2019 Q1	$340K	Buy	9,388 +2,733	+41%	+$93.2K	0.06%	339
2018 Q4	$206K	Buy	+6,655	New	+$216K	0.04%	422
2018 Q2	–	Sell	-477	Closed	-$15K	–	1392
2018 Q1	$15K	Sell	477 -1,000	-68%	-$31K	﹤0.01%	1072
2017 Q4	$48K	Buy	1,477 +4	+0.3%	+$132	0.01%	716
2017 Q3	$48K	Hold	1,473	–	–	0.02%	536
2017 Q2	$659	Buy	1,473 +88	+6%	+$2.82K	0.32%	78
2017 Q1	$44K	Buy	1,385 +690	+99%	+$21.5K	0.03%	451
2016 Q4	$21K	Buy	+695	New	+$21.3K	0.02%	626

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

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

IHT Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 61% in Q1 2026, buying an estimated $2.79M and bringing the position to 175,572 shares worth $7.17M. The position accounts for 0.17% of the portfolio, ranked #123.

IHT Wealth Management first reported a position in XLRE in Q4 2016 and has held it in 36 quarters since. The position peaked at $14.7M in Q3 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

IHT Wealth Management held 175,572 shares of State Street Real Estate Select Sector SPDR ETF worth $7.17M as of Q1 2026.
IHT Wealth Management bought 66,520 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.79M.
State Street Real Estate Select Sector SPDR ETF made up 0.17% of IHT Wealth Management's portfolio in Q1 2026, its #123 holding.
IHT Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
IHT Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $14.7M in Q3 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.