Measured Wealth Private Client Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Measured Wealth Private Client Group’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	$34	Hold	1	–	–	﹤0.01%	689
2025 Q4	$33	Sell	1 -7	-88%	-$288	﹤0.01%	710
2025 Q3	$329	Buy	+8	New	+$335	﹤0.01%	666
2023 Q1	–	Sell	-5,856	Closed	-$216K	–	184
2022 Q4	$216K	Sell	5,856 -34,812	-86%	-$1.28M	0.09%	156
2022 Q3	$1.46M	Buy	40,668 +16,414	+68%	+$688K	0.65%	25
2022 Q2	$991K	Sell	24,254 -46,505	-66%	-$2.07M	0.44%	36
2022 Q1	$3.42M	Buy	70,759 +10,501	+17%	+$492K	1.26%	15
2021 Q4	$3.12M	Buy	60,258 +3,130	+5%	+$151K	1.1%	16
2021 Q3	$2.54M	Buy	+57,128	New	+$2.65M	0.98%	17

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

Measured Wealth Private Client Group's XLRE Position: Q1 2026 in Review

Measured Wealth Private Client Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Measured Wealth Private Client Group first reported a position in XLRE in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Measured Wealth Private Client Group held 1 share of State Street Real Estate Select Sector SPDR ETF worth $34 as of Q1 2026.
Measured Wealth Private Client Group 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 Measured Wealth Private Client Group's portfolio in Q1 2026, its #689 holding.
Measured Wealth Private Client Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
Measured Wealth Private Client Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.42M in Q1 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.