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

Mutual 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	$1.63M	Buy	39,855 +6,717	+20%	+$282K	0.03%	438
2025 Q4	$1.34M	Sell	33,138 -4,947	-13%	-$204K	0.03%	480
2025 Q3	$1.62M	Sell	38,085 -5,504	-13%	-$230K	0.04%	421
2025 Q2	$1.87M	Sell	43,589 -14,873	-25%	-$611K	0.05%	333
2025 Q1	$2.37M	Sell	58,462 -1,147	-2%	-$47.8K	0.07%	250
2024 Q4	$2.45M	Sell	59,609 -8,670	-13%	-$375K	0.07%	235
2024 Q3	$3.03M	Buy	68,279 +7,381	+12%	+$311K	0.09%	209
2024 Q2	$2.5M	Buy	60,898 +19,162	+46%	+$722K	0.08%	237
2024 Q1	$1.65M	Sell	41,736 -8,749	-17%	-$340K	0.05%	323
2023 Q4	$2.02M	Sell	50,485 -47,540	-48%	-$1.71M	0.07%	270
2023 Q3	$3.34M	Sell	98,025 -7,294	-7%	-$270K	0.13%	158
2023 Q2	$3.97M	Sell	105,319 -49,765	-32%	-$1.84M	0.15%	141
2023 Q1	$5.8M	Buy	155,084 +4,197	+3%	+$161K	0.24%	88
2022 Q4	$5.57M	Buy	150,887 +61,405	+69%	+$2.27M	0.25%	85
2022 Q3	$3.22M	Buy	89,482 +9,166	+11%	+$384K	0.17%	124
2022 Q2	$3.28M	Buy	80,316 +23,728	+42%	+$1.06M	0.22%	103
2022 Q1	$2.73M	Buy	56,588 +16,343	+41%	+$766K	0.15%	156
2021 Q4	$2.08M	Buy	40,245 +3,800	+10%	+$183K	0.11%	221
2021 Q3	$1.62M	Buy	36,445 +6,952	+24%	+$323K	0.1%	253
2021 Q2	$1.31M	Buy	29,493 +7,317	+33%	+$314K	0.08%	302
2021 Q1	$876K	Buy	22,176 +8,592	+63%	+$323K	0.06%	351
2020 Q4	$497K	Buy	13,584 +3,106	+30%	+$113K	0.04%	466
2020 Q3	$370K	Buy	+10,478	New	+$373K	0.03%	492

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

Mutual Advisors's XLRE Position: Q1 2026 in Review

Mutual Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 20% in Q1 2026, buying an estimated $282K and bringing the position to 39,855 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #438.

Mutual Advisors first reported a position in XLRE in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.8M in Q1 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Mutual Advisors held 39,855 shares of State Street Real Estate Select Sector SPDR ETF worth $1.63M as of Q1 2026.
Mutual Advisors bought 6,717 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $282K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #438 holding.
Mutual Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Mutual Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5.8M in Q1 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.