Modern Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Modern Wealth Management’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	$1.13M	Sell	27,658 -119,979	-81%	-$5.03M	0.02%	396
2025 Q4	$5.96M	Sell	147,637 -213,057	-59%	-$8.77M	0.11%	169
2025 Q3	$15.2M	Sell	360,694 -107,520	-23%	-$4.5M	0.3%	87
2025 Q2	$19.4M	Sell	468,214 -145,080	-24%	-$5.96M	0.48%	52
2025 Q1	$25.7M	Sell	613,294 -10,311	-2%	-$430K	0.82%	25
2024 Q4	$25.4M	Buy	623,605 +616,602	+8,805%	+$26.7M	0.95%	26
2024 Q3	$313K	Buy	7,003 +1	+0%	+$42	0.02%	335
2024 Q2	$269K	Buy	7,002 +2	+0%	+$75	0.02%	328
2024 Q1	$277K	Sell	7,000 -208	-3%	-$8.09K	0.03%	248
2023 Q4	$289K	Buy	+7,208	New	+$259K	0.04%	149

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

Modern Wealth Management's XLRE Position: Q1 2026 in Review

Modern Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 81% in Q1 2026, selling an estimated $5.03M and leaving 27,658 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #396.

Modern Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.7M in Q1 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Modern Wealth Management held 27,658 shares of State Street Real Estate Select Sector SPDR ETF worth $1.13M as of Q1 2026.
Modern Wealth Management sold 119,979 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $5.03M.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #396 holding.
Modern Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $25.7M 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.