Joseph Group Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Joseph Group Capital 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	-193	Closed	-$7.79K	–	393
2025 Q4	$7.79K	Buy	193 +37	+24%	+$1.52K	﹤0.01%	220
2025 Q3	$6.57K	Hold	156	–	–	﹤0.01%	96
2025 Q2	$6.46K	Sell	156 -260	-63%	-$10.7K	﹤0.01%	102
2025 Q1	$17.4K	Sell	416 -550	-57%	-$22.9K	0.01%	83
2024 Q4	$39.3K	Buy	+966	New	+$41.8K	0.02%	73

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

Joseph Group Capital Management's XLRE Position: Q1 2026 in Review

Joseph Group Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 193 shares — an estimated $7.79K sold.

Joseph Group Capital Management first reported a position in XLRE in Q4 2024 and held it in 5 quarters. The position peaked at $39.3K in Q4 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Joseph Group Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Joseph Group Capital Management sold 193 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $7.79K.
Joseph Group Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Joseph Group Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $39.3K in Q4 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.