LPWM LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LPWM LLC’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	-5,144	Closed	-$208K	–	98
2025 Q4	$208K	Buy	5,144 +329	+7%	+$13.5K	0.05%	85
2025 Q3	$203K	Buy	+4,815	New	+$201K	0.05%	83
2024 Q4	–	Sell	-4,776	Closed	-$209K	–	81
2024 Q3	$209K	Buy	+4,776	New	+$201K	0.07%	75
2022 Q1	–	Sell	-3,989	Closed	-$207K	–	70
2021 Q4	$207K	Buy	+3,989	New	+$192K	0.11%	67

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

LPWM LLC's XLRE Position: Q1 2026 in Review

LPWM LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,144 shares — an estimated $208K sold.

LPWM LLC first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $209K in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

LPWM LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
LPWM LLC sold 5,144 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $208K.
LPWM LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
LPWM LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $209K in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.