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

Imprint Wealth’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	$12.1K	Hold	297	–	–	0.06%	109
2025 Q4	$12K	Sell	297 -1,005	-77%	-$41.4K	0.06%	134
2025 Q3	$54.9K	Buy	+1,302	New	+$54.5K	0.18%	64
2024 Q1	–	Sell	-5,512	Closed	-$212K	–	306
2023 Q4	$212K	Sell	5,512 -476	-8%	-$17.1K	0.17%	144
2023 Q3	$204K	Sell	5,988 -5,228	-47%	-$193K	0.17%	144
2023 Q2	$419K	Buy	11,216 +1,274	+13%	+$47K	0.26%	107
2023 Q1	$365K	Buy	+9,942	New	+$382K	0.24%	112

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

Imprint Wealth's XLRE Position: Q1 2026 in Review

Imprint Wealth held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 297 shares worth $12.1K. The position accounts for 0.06% of the portfolio, ranked #109.

Imprint Wealth first reported a position in XLRE in Q1 2023 and has held it in 7 quarters since. The position peaked at $419K in Q2 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Imprint Wealth held 297 shares of State Street Real Estate Select Sector SPDR ETF worth $12.1K as of Q1 2026.
Imprint Wealth left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Imprint Wealth's portfolio in Q1 2026, its #109 holding.
Imprint Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 7 quarters since.
Imprint Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $419K in Q2 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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