Millington Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Millington Financial 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	$211K	Sell	4,848 -92	-2%	-$3.86K	0.09%	110
2025 Q4	$207K	Sell	4,940 -895	-15%	-$36.8K	0.09%	111
2025 Q3	$239K	Sell	5,835 -91	-2%	-$3.81K	0.12%	95
2025 Q2	$254K	Buy	5,926 +689	+13%	+$28.3K	0.13%	84
2025 Q1	$204K	Buy	+5,237	New	+$218K	0.13%	85

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

Millington Financial Advisors's XLRE Position: Q1 2026 in Review

Millington Financial Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.9% in Q1 2026, selling an estimated $3.86K and leaving 4,848 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #110.

Millington Financial Advisors first reported a position in XLRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $254K in Q2 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Millington Financial Advisors held 4,848 shares of State Street Real Estate Select Sector SPDR ETF worth $211K as of Q1 2026.
Millington Financial Advisors sold 92 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $3.86K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of Millington Financial Advisors's portfolio in Q1 2026, its #110 holding.
Millington Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Millington Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $254K in Q2 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.