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

Marks Group 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 		$384K Hold
9,406
– – 0.04% 270
2025
Q4 		$380K Buy
9,406
+810
+9% +$33.3K 0.04% 264
2025
Q3 		$362K Hold
8,596
– – 0.03% 247
2025
Q2 		$356K Buy
+8,596
New +$353K 0.03% 252

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

Marks Group Wealth Management's XLRE Position: Q1 2026 in Review

Marks Group Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 9,406 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #270.

Marks Group Wealth Management first reported a position in XLRE in Q2 2025 and has held it in 4 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Marks Group Wealth Management held 9,406 shares of State Street Real Estate Select Sector SPDR ETF worth $384K as of Q1 2026.
  • Marks Group Wealth Management 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 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Marks Group Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.