Maridea Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Maridea Wealth Management’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	$629K	Sell	15,403 -89	-0.6%	-$3.73K	0.09%	217
2025 Q4	$625K	Sell	15,492 -566	-4%	-$23.3K	0.09%	208
2025 Q3	$682K	Buy	+16,058	New	+$672K	0.11%	184

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

Maridea Wealth Management's XLRE Position: Q1 2026 in Review

Maridea Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.57% in Q1 2026, selling an estimated $3.73K and leaving 15,403 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #217.

Maridea Wealth Management first reported a position in XLRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $682K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Maridea Wealth Management held 15,403 shares of State Street Real Estate Select Sector SPDR ETF worth $629K as of Q1 2026.
Maridea Wealth Management sold 89 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $3.73K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #217 holding.
Maridea Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Maridea Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $682K in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.