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Minot DeBlois Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Minot DeBlois 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 		$4.08K Sell
100
-100
-50% -$4.19K ﹤0.01% 167
2025
Q4 		$8.07K Sell
200
-50
-20% -$2.06K 0.01% 128
2025
Q3 		$10.5K Sell
250
-114
-31% -$4.77K 0.01% 149
2025
Q2 		$15.1K Hold
364
– – 0.01% 141
2025
Q1 		$15.2K Hold
364
– – 0.02% 141
2024
Q4 		$14.8K Buy
+364
New +$15.8K 0.01% 184

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

Minot DeBlois Advisors's XLRE Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 50% in Q1 2026, selling an estimated $4.19K and leaving 100 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Minot DeBlois Advisors first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q1 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Minot DeBlois Advisors held 100 shares of State Street Real Estate Select Sector SPDR ETF worth $4.08K as of Q1 2026.
  • Minot DeBlois Advisors sold 100 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $4.19K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #167 holding.
  • Minot DeBlois 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.
  • Minot DeBlois Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $15.2K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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