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KCM Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

KCM Investment Advisors’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 		$5.44M Sell
133,268
-3,335
-2% -$140K 0.18% 89
2025
Q4 		$5.51M Buy
136,603
+18,408
+16% +$758K 0.18% 90
2025
Q3 		$4.98M Buy
118,195
+3,015
+3% +$126K 0.16% 97
2025
Q2 		$4.77M Buy
115,180
+2,215
+2% +$91K 0.16% 96
2025
Q1 		$4.73M Buy
112,965
+12,246
+12% +$510K 0.17% 98
2024
Q4 		$4.1M Buy
100,719
+2,922
+3% +$126K 0.14% 106
2024
Q3 		$4.37M Buy
97,797
+8,315
+9% +$350K 0.15% 107
2024
Q2 		$3.44M Sell
89,482
-6,003
-6% -$226K 0.12% 116
2024
Q1 		$3.77M Buy
95,485
+13,249
+16% +$515K 0.14% 113
2023
Q4 		$3.29M Sell
82,236
-18,728
-19% -$673K 0.13% 120
2023
Q3 		$3.44M Sell
100,964
-43,835
-30% -$1.62M 0.15% 114
2023
Q2 		$5.46M Buy
144,799
+9,180
+7% +$339K 0.22% 96
2023
Q1 		$5.07M Buy
135,619
+67,261
+98% +$2.58M 0.21% 102
2022
Q4 		$2.52M Buy
68,358
+340
+0.5% +$12.5K 0.11% 142
2022
Q3 		$2.45M Buy
68,018
+7,754
+13% +$325K 0.11% 136
2022
Q2 		$2.46M Buy
60,264
+2,684
+5% +$120K 0.11% 139
2022
Q1 		$2.78M Buy
57,580
+845
+1% +$39.6K 0.1% 138
2021
Q4 		$2.94M Buy
56,735
+13,475
+31% +$648K 0.1% 143
2021
Q3 		$1.92M Buy
43,260
+5,818
+16% +$270K 0.08% 166
2021
Q2 		$1.66M Buy
37,442
+4,166
+13% +$179K 0.07% 172
2021
Q1 		$1.31M Buy
33,276
+5,178
+18% +$195K 0.06% 176
2020
Q4 		$1.03M Buy
28,098
+347
+1% +$12.6K 0.05% 187
2020
Q3 		$979K Sell
27,751
-1,324
-5% -$47.2K 0.05% 173
2020
Q2 		$1.01M Sell
29,075
-1,381
-5% -$46.7K 0.06% 175
2020
Q1 		$944K Sell
30,456
-75,974
-71% -$2.84M 0.06% 166
2019
Q4 		$4.12M Buy
106,430
+21,481
+25% +$831K 0.22% 92
2019
Q3 		$3.34M Buy
84,949
+59,081
+228% +$2.27M 0.19% 98
2019
Q2 		$951K Buy
25,868
+11,809
+84% +$431K 0.06% 175
2019
Q1 		$509K Buy
14,059
+4,838
+52% +$165K 0.03% 219
2018
Q4 		$286K Buy
9,221
+2,780
+43% +$90.1K 0.02% 420
2018
Q3 		$210K Buy
6,441
+130
+2% +$4.31K 0.01% 496
2018
Q2 		$206K Sell
6,311
-1,091
-15% -$34.1K 0.01% 507
2018
Q1 		$230K Sell
7,402
-40,534
-85% -$1.26M 0.01% 482
2017
Q4 		$1.58M Sell
47,936
-14,784
-24% -$488K 0.09% 204
2017
Q3 		$2.02M Buy
62,720
+4,654
+8% +$151K 0.12% 174
2017
Q2 		$1.87M Buy
58,066
+36,630
+171% +$1.17M 0.12% 190
2017
Q1 		$677K Buy
21,436
+2,459
+13% +$76.7K 0.04% 315
2016
Q4 		$584K Sell
18,977
-3,712
-16% -$114K 0.04% 328
2016
Q3 		$744K Buy
+22,689
New +$761K 0.05% 294

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

KCM Investment Advisors's XLRE Position: Q1 2026 in Review

KCM Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q1 2026, selling an estimated $140K and leaving 133,268 shares worth $5.44M. The position accounts for 0.18% of the portfolio, ranked #89.

KCM Investment Advisors first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.51M in Q4 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • KCM Investment Advisors held 133,268 shares of State Street Real Estate Select Sector SPDR ETF worth $5.44M as of Q1 2026.
  • KCM Investment Advisors sold 3,335 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.18% of KCM Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • KCM Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • KCM Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5.51M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.