Kestra Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kestra Advisory Services’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	$1.51M	Buy	36,863 +1,252	+4%	+$52.5K	0.01%	1474
2025 Q4	$1.44M	Buy	35,611 +946	+3%	+$38.9K	0.01%	1423
2025 Q3	$1.46M	Buy	34,665 +7,679	+28%	+$321K	0.01%	1342
2025 Q2	$1.12M	Sell	26,986 -2,643	-9%	-$109K	0.01%	1405
2025 Q1	$1.24M	Buy	29,629 +2,020	+7%	+$84.1K	0.01%	1261
2024 Q4	$1.12M	Sell	27,609 -2,021	-7%	-$87.5K	0.01%	1350
2024 Q3	$1.32M	Sell	29,630 -14,146	-32%	-$596K	0.01%	1165
2024 Q2	$1.68M	Buy	43,776 +8,223	+23%	+$310K	0.01%	1051
2024 Q1	$1.41M	Buy	35,553 +2,555	+8%	+$99.4K	0.01%	1039
2023 Q4	$1.32M	Sell	32,998 -4,340	-12%	-$156K	0.01%	985
2023 Q3	$1.27M	Sell	37,338 -15,553	-29%	-$576K	0.01%	886
2023 Q2	$1.99M	Sell	52,891 -1,273	-2%	-$47K	0.02%	672
2023 Q1	$2.02M	Sell	54,164 -3,627	-6%	-$139K	0.02%	646
2022 Q4	$2.13M	Sell	57,791 -12,826	-18%	-$473K	0.02%	720
2022 Q3	$2.54M	Buy	70,617 +21,740	+44%	+$911K	0.03%	584
2022 Q2	$2M	Buy	48,877 +4,790	+11%	+$214K	0.02%	678
2022 Q1	$2.13M	Sell	44,087 -21,119	-32%	-$990K	0.02%	652
2021 Q4	$3.38M	Sell	65,206 -2,321	-3%	-$112K	0.03%	495
2021 Q3	$3M	Buy	67,527 +8,034	+14%	+$373K	0.03%	558
2021 Q2	$2.64M	Buy	59,493 +19,821	+50%	+$850K	0.03%	552
2021 Q1	$1.57M	Sell	39,672 -8,944	-18%	-$336K	0.02%	678
2020 Q4	$1.76M	Buy	48,616 +3,984	+9%	+$145K	0.02%	638
2020 Q3	$1.57M	Buy	+44,632	New	+$1.59M	0.03%	488

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

Kestra Advisory Services's XLRE Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.5% in Q1 2026, buying an estimated $52.5K and bringing the position to 36,863 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1474.

Kestra Advisory Services first reported a position in XLRE in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.38M in Q4 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Kestra Advisory Services held 36,863 shares of State Street Real Estate Select Sector SPDR ETF worth $1.51M as of Q1 2026.
Kestra Advisory Services bought 1,252 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $52.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1474 holding.
Kestra Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $3.38M in Q4 2021.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.