Oak Harbor Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Oak Harbor Wealth Partners’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	$735	Hold	18	–	–	﹤0.01%	275
2025 Q4	$726	Hold	18	–	–	﹤0.01%	276
2025 Q3	$758	Hold	18	–	–	﹤0.01%	254
2025 Q2	$746	Hold	18	–	–	﹤0.01%	241
2025 Q1	$753	Hold	18	–	–	﹤0.01%	244
2024 Q4	$732	Hold	18	–	–	﹤0.01%	222
2024 Q3	$804	Hold	18	–	–	﹤0.01%	215
2024 Q2	$691	Hold	18	–	–	﹤0.01%	215
2024 Q1	$712	Hold	18	–	–	﹤0.01%	225
2023 Q4	$721	Hold	18	–	–	﹤0.01%	226
2023 Q3	$613	Hold	18	–	–	﹤0.01%	224
2023 Q2	$678	Hold	18	–	–	﹤0.01%	232
2023 Q1	$673	Hold	18	–	–	﹤0.01%	222
2022 Q4	$665	Hold	18	–	–	﹤0.01%	218
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	213
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	211
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	231
2021 Q4	$1K	Buy	+18	New	+$866	﹤0.01%	232

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

Oak Harbor Wealth Partners's XLRE Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 18 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Oak Harbor Wealth Partners first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q3 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Oak Harbor Wealth Partners held 18 shares of State Street Real Estate Select Sector SPDR ETF worth $735 as of Q1 2026.
Oak Harbor Wealth Partners left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #275 holding.
Oak Harbor Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1K in Q3 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.