Okabena Investment Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Okabena Investment Services’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	$437K	Buy	10,710 +241	+2%	+$10.1K	0.08%	124
2025 Q4	$422K	Buy	10,469 +203	+2%	+$8.35K	0.08%	121
2025 Q3	$433K	Buy	10,266 +204	+2%	+$8.53K	0.08%	120
2025 Q2	$417K	Buy	10,062 +241	+2%	+$9.9K	0.09%	112
2025 Q1	$411K	Buy	9,821 +61	+0.6%	+$2.54K	0.1%	105
2024 Q4	$397K	Buy	9,760 +644	+7%	+$27.9K	0.11%	101
2024 Q3	$407K	Hold	9,116	–	–	0.11%	94
2024 Q2	$350K	Hold	9,116	–	–	0.11%	98
2024 Q1	$360K	Hold	9,116	–	–	0.12%	92
2023 Q4	$365K	Buy	+9,116	New	+$327K	0.14%	89

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

Okabena Investment Services's XLRE Position: Q1 2026 in Review

Okabena Investment Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 10,710 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #124.

Okabena Investment Services first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Okabena Investment Services held 10,710 shares of State Street Real Estate Select Sector SPDR ETF worth $437K as of Q1 2026.
Okabena Investment Services bought 241 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $10.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.08% of Okabena Investment Services's portfolio in Q1 2026, its #124 holding.
Okabena Investment Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.