PSF
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Pacific Sun Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pacific Sun Financial’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 		$1.52M Buy
37,254
+2,551
+7% +$107K 0.74% 37
2025
Q4 		$1.4M Buy
34,703
+2,039
+6% +$83.9K 0.67% 41
2025
Q3 		$1.38M Buy
32,664
+1,057
+3% +$44.2K 0.66% 42
2025
Q2 		$1.31M Sell
31,607
-333
-1% -$13.7K 0.68% 40
2025
Q1 		$1.34M Buy
31,940
+2,325
+8% +$96.8K 0.76% 38
2024
Q4 		$1.2M Buy
29,615
+3,494
+13% +$151K 0.66% 43
2024
Q3 		$1.17M Sell
26,121
-1,813
-6% -$76.4K 0.64% 45
2024
Q2 		$1.07M Sell
27,934
-369
-1% -$13.9K 0.63% 47
2024
Q1 		$1.12M Buy
28,303
+62
+0.2% +$2.41K 0.65% 48
2023
Q4 		$1.13M Buy
28,241
+89
+0.3% +$3.2K 0.71% 44
2023
Q3 		$959K Buy
28,152
+260
+0.9% +$9.62K 0.66% 44
2023
Q2 		$1.04M Buy
+27,892
New +$1.03M 0.7% 42
2022
Q4 		$1.01M Buy
27,356
+994
+4% +$36.7K 0.71% 41
2022
Q3 		$949K Buy
26,362
+4,243
+19% +$178K 0.67% 47
2022
Q2 		$904K Buy
22,119
+1,840
+9% +$82.1K 0.6% 55
2022
Q1 		$980K Buy
20,279
+3,898
+24% +$183K 0.54% 63
2021
Q4 		$849K Buy
16,381
+700
+4% +$33.7K 0.45% 71
2021
Q3 		$697K Buy
+15,681
New +$729K 0.4% 76
2020
Q3 		$246K Buy
+6,975
New +$249K 0.21% 131

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

Pacific Sun Financial's XLRE Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.4% in Q1 2026, buying an estimated $107K and bringing the position to 37,254 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #37.

Pacific Sun Financial first reported a position in XLRE in Q3 2020 and has held it in 19 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Pacific Sun Financial held 37,254 shares of State Street Real Estate Select Sector SPDR ETF worth $1.52M as of Q1 2026.
  • Pacific Sun Financial bought 2,551 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $107K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.74% of Pacific Sun Financial's portfolio in Q1 2026, its #37 holding.
  • Pacific Sun Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 19 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.