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

Kestra Private Wealth 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	$1.75M	Sell	42,901 -16,570	-28%	-$694K	0.02%	599
2025 Q4	$2.4M	Buy	59,471 +21,194	+55%	+$872K	0.03%	489
2025 Q3	$1.61M	Buy	38,277 +2,584	+7%	+$108K	0.02%	600
2025 Q2	$1.48M	Buy	35,693 +8,307	+30%	+$341K	0.02%	594
2025 Q1	$1.15M	Buy	27,386 +3,678	+16%	+$153K	0.02%	635
2024 Q4	$964K	Buy	23,708 +543	+2%	+$23.5K	0.02%	662
2024 Q3	$1.03M	Buy	23,165 +4,898	+27%	+$206K	0.02%	606
2024 Q2	$702K	Buy	18,267 +5,769	+46%	+$217K	0.01%	702
2024 Q1	$494K	Buy	12,498 +5,198	+71%	+$202K	0.01%	802
2023 Q4	$292K	Buy	+7,300	New	+$262K	0.01%	961
2023 Q3	–	Sell	-5,592	Closed	-$211K	–	1217
2023 Q2	$211K	Buy	+5,592	New	+$206K	0.01%	948

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 Private Wealth Services's XLRE Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q1 2026, selling an estimated $694K and leaving 42,901 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #599.

Kestra Private Wealth Services first reported a position in XLRE in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Kestra Private Wealth Services held 42,901 shares of State Street Real Estate Select Sector SPDR ETF worth $1.75M as of Q1 2026.
Kestra Private Wealth Services sold 16,570 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $694K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #599 holding.
Kestra Private Wealth Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
Kestra Private Wealth Services's State Street Real Estate Select Sector SPDR ETF position peaked at $2.4M in Q4 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.