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

Jessup 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	–	Sell	-160	Closed	-$6.46K	–	369
2025 Q4	$6.46K	Buy	+160	New	+$6.58K	﹤0.01%	275
2025 Q3	–	Sell	-108,226	Closed	-$4.48M	–	83
2025 Q2	$4.48M	Sell	108,226 -4,329	-4%	-$178K	1.8%	19
2025 Q1	$4.71M	Sell	112,555 -7,422	-6%	-$309K	1.98%	19
2024 Q4	$4.88M	Sell	119,977 -2,638	-2%	-$114K	2.08%	18
2024 Q3	$5.48M	Buy	+122,615	New	+$5.17M	2.51%	17

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

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

Jessup Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 160 shares — an estimated $6.46K sold.

Jessup Wealth Management first reported a position in XLRE in Q3 2024 and held it in 5 quarters. The position peaked at $5.48M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Jessup Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 160 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $6.46K.
Jessup Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Jessup Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.48M in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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