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Laurel Wealth Advisors (North Carolina)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,909
Closed -$77K – 673
2025
Q4 		$77K Buy
+1,909
New +$78.6K 0.01% 284
2025
Q2 		– Sell
-2,022
Closed -$84.6K – 684
2025
Q1 		$84.6K Buy
2,022
+1
+0% +$42 0.01% 255
2024
Q4 		$82.2K Hold
2,021
– – 0.01% 256
2024
Q3 		$90.2K Sell
2,021
-307
-13% -$12.9K 0.01% 248
2024
Q2 		$89.4K Sell
2,328
-2,313
-50% -$87.1K 0.02% 239
2024
Q1 		$183K Sell
4,641
-3,062
-40% -$119K 0.03% 182
2023
Q4 		$309K Sell
7,703
-2,092
-21% -$75.1K 0.06% 144
2023
Q3 		$334K Buy
9,795
+2,116
+28% +$78.3K 0.07% 133
2023
Q2 		$289K Sell
7,679
-402
-5% -$14.8K 0.06% 141
2023
Q1 		$302K Sell
8,081
-277
-3% -$10.6K 0.06% 140
2022
Q4 		$309K Buy
8,358
+949
+13% +$35K 0.07% 133
2022
Q3 		$267K Sell
7,409
-210
-3% -$8.8K 0.07% 135
2022
Q2 		$311K Buy
7,619
+173
+2% +$7.71K 0.08% 135
2022
Q1 		$360K Buy
7,446
+1,511
+25% +$70.8K 0.08% 136
2021
Q4 		$308K Buy
5,935
+1,038
+21% +$49.9K 0.06% 138
2021
Q3 		$218K Buy
4,897
+1,491
+44% +$69.3K 0.05% 157
2021
Q2 		$151K Buy
3,406
+90
+3% +$3.86K 0.03% 187
2021
Q1 		$131K Buy
3,316
+11
+0.3% +$414 0.03% 185
2020
Q4 		$121K Sell
3,305
-207
-6% -$7.51K 0.03% 182
2020
Q3 		$124K Buy
3,512
+392
+13% +$14K 0.04% 169
2020
Q2 		$109K Sell
3,120
-1,126
-27% -$38.1K 0.04% 170
2020
Q1 		$132K Buy
4,246
+811
+24% +$30.3K 0.05% 146
2019
Q4 		$133K Buy
3,435
+1,044
+44% +$40.4K 0.04% 164
2019
Q3 		$94K Sell
2,391
-102
-4% -$3.91K 0.03% 187
2019
Q2 		$92K Buy
2,493
+102
+4% +$3.73K 0.03% 187
2019
Q1 		$87K Sell
2,391
-27
-1% -$921 0.03% 187
2018
Q4 		$75K Buy
+2,418
New +$78.4K 0.03% 185

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

Laurel Wealth Advisors (North Carolina)'s XLRE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 1,909 shares — an estimated $77K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XLRE in Q4 2018 and held it in 27 quarters. The position peaked at $360K in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,909 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $77K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street Real Estate Select Sector SPDR ETF position peaked at $360K in Q1 2022.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.