Mark Sheptoff Financial Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mark Sheptoff Financial Planning’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	$9.5K	Hold	215	–	–	0.01%	355
2025 Q4	$8.68K	Hold	215	–	–	﹤0.01%	364
2025 Q3	$9.06K	Hold	215	–	–	﹤0.01%	354
2025 Q2	$8.9K	Hold	215	–	–	﹤0.01%	351
2025 Q1	$9K	Hold	215	–	–	0.01%	330
2024 Q4	$8.74K	Hold	215	–	–	﹤0.01%	329
2024 Q3	$9.6K	Hold	215	–	–	0.01%	313
2024 Q2	$8.26K	Buy	+215	New	+$8.1K	﹤0.01%	333
2023 Q1	–	Sell	-182	Closed	-$6.72K	–	399
2022 Q4	$6.72K	Buy	+182	New	+$6.72K	﹤0.01%	296
2020 Q3	–	Sell	-27	Closed	-$1K	–	368
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	350
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	333
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	357
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	352
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	345
2019 Q1	$1K	Buy	+27	New	+$921	﹤0.01%	347

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

Mark Sheptoff Financial Planning's XLRE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 215 shares worth $9.5K. The position accounts for 0.01% of the portfolio, ranked #355.

Mark Sheptoff Financial Planning first reported a position in XLRE in Q1 2019 and has held it in 15 quarters since. The position peaked at $9.6K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Mark Sheptoff Financial Planning held 215 shares of State Street Real Estate Select Sector SPDR ETF worth $9.5K as of Q1 2026.
Mark Sheptoff Financial Planning left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #355 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 15 quarters since.
Mark Sheptoff Financial Planning's State Street Real Estate Select Sector SPDR ETF position peaked at $9.6K 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 Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.