Medallion Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Medallion Wealth Advisors’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	$137K	Sell	3,350 -9,412	-74%	-$394K	0.04%	306
2025 Q4	$515K	Sell	12,762 -562	-4%	-$23.1K	0.17%	122
2025 Q3	$561K	Buy	13,324 +872	+7%	+$36.5K	0.2%	113
2025 Q2	$519K	Sell	12,452 -276	-2%	-$11.3K	0.2%	115
2025 Q1	$533K	Buy	12,728 +10,059	+377%	+$419K	0.24%	99
2024 Q4	$109K	Buy	+2,669	New	+$115K	0.05%	278

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

Medallion Wealth Advisors's XLRE Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 74% in Q1 2026, selling an estimated $394K and leaving 3,350 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #306.

Medallion Wealth Advisors first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $561K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Medallion Wealth Advisors held 3,350 shares of State Street Real Estate Select Sector SPDR ETF worth $137K as of Q1 2026.
Medallion Wealth Advisors sold 9,412 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $394K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #306 holding.
Medallion Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $561K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.