JSF Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JSF Financial’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	-26,584	Closed	-$1.07M	–	137
2025 Q4	$1.07M	Buy	+26,584	New	+$1.09M	0.22%	62
2025 Q2	–	Sell	-26,551	Closed	-$1.11M	–	138
2025 Q1	$1.11M	Buy	26,551 +6,349	+31%	+$264K	0.29%	48
2024 Q4	$822K	Buy	20,202 +1,812	+10%	+$78.4K	0.22%	67
2024 Q3	$821K	Buy	18,390 +2,852	+18%	+$120K	0.24%	64
2024 Q2	$597K	Buy	+15,538	New	+$585K	0.18%	68
2023 Q4	–	Sell	-14,543	Closed	-$495K	–	119
2023 Q3	$495K	Buy	+14,543	New	+$538K	0.19%	65
2022 Q3	–	Sell	-11,763	Closed	-$481K	–	120
2022 Q2	$481K	Buy	+11,763	New	+$525K	0.22%	68
2021 Q4	–	Sell	-6,637	Closed	-$295K	–	132
2021 Q3	$295K	Buy	+6,637	New	+$308K	0.15%	87

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

JSF Financial's XLRE Position: Q1 2026 in Review

JSF Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 26,584 shares — an estimated $1.07M sold.

JSF Financial first reported a position in XLRE in Q3 2021 and held it in 8 quarters. The position peaked at $1.11M in Q1 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

JSF Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
JSF Financial sold 26,584 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.07M.
JSF Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
JSF Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $1.11M in Q1 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.