Kraft Davis & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kraft Davis & Associates’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	-16,921	Closed	-$692K	–	169
2025 Q4	$692K	Sell	16,921 -3,827	-18%	-$157K	0.16%	68
2025 Q3	$864K	Buy	+20,748	New	+$868K	0.21%	66
2024 Q4	–	Sell	-24,000	Closed	-$1.05M	–	158
2024 Q3	$1.05M	Buy	+24,000	New	+$1.01M	0.31%	54

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

Kraft Davis & Associates's XLRE Position: Q1 2026 in Review

Kraft Davis & Associates sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 16,921 shares — an estimated $692K sold.

Kraft Davis & Associates first reported a position in XLRE in Q3 2024 and held it in 3 quarters. The position peaked at $1.05M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Kraft Davis & Associates reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Kraft Davis & Associates sold 16,921 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $692K.
Kraft Davis & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Kraft Davis & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $1.05M in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.