Merit Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Merit Financial 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	–	Sell	-5,038	Closed	-$203K	–	2207
2025 Q4	$203K	Buy	+5,038	New	+$207K	﹤0.01%	1813
2025 Q3	–	Sell	-5,025	Closed	-$208K	–	1875
2025 Q2	$208K	Sell	5,025 -852	-14%	-$35K	﹤0.01%	1533
2025 Q1	$246K	Buy	5,877 +613	+12%	+$25.5K	﹤0.01%	1205
2024 Q4	$214K	Buy	5,264 +506	+11%	+$21.9K	﹤0.01%	1072
2024 Q3	$213K	Buy	+4,758	New	+$200K	﹤0.01%	773
2023 Q2	–	Sell	-14,036	Closed	-$525K	–	771
2023 Q1	$525K	Sell	14,036 -13,275	-49%	-$510K	0.02%	390
2022 Q4	$1.01M	Buy	27,311 +21,618	+380%	+$798K	0.04%	296
2022 Q3	$205K	Sell	5,693 -3,254	-36%	-$136K	0.01%	516
2022 Q2	$366K	Buy	8,947 +3,560	+66%	+$159K	0.01%	413
2022 Q1	$260K	Buy	+5,387	New	+$253K	0.02%	320

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

Merit Financial Group's XLRE Position: Q1 2026 in Review

Merit Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,038 shares — an estimated $203K sold.

Merit Financial Group first reported a position in XLRE in Q1 2022 and held it in 10 quarters. The position peaked at $1.01M in Q4 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Merit Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 5,038 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $203K.
Merit Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 10 quarters.
Merit Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q4 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.