Paladin Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-86,602	Closed	-$3.2M	–	525
2022 Q4	$3.2M	Sell	86,602 -6,123	-7%	-$226K	2.73%	6
2022 Q3	$3.34M	Sell	92,725 -3,042	-3%	-$127K	3.05%	7
2022 Q2	$3.91M	Buy	+95,767	New	+$4.27M	3.37%	7
2022 Q1	–	Sell	-101,494	Closed	-$5.26M	–	545
2021 Q4	$5.26M	Buy	+101,494	New	+$4.88M	4.27%	2

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

Paladin Advisory Group's XLRE Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.3% in Q1 2026, selling an estimated $35.3K and leaving 65,108 shares worth $2.66M. The position accounts for 2.02% of the portfolio, ranked #19.

Paladin Advisory Group first reported a position in XLRE in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.4M in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Paladin Advisory Group held 65,108 shares of State Street Real Estate Select Sector SPDR ETF worth $2.66M as of Q1 2026.
Paladin Advisory Group sold 843 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $35.3K.
State Street Real Estate Select Sector SPDR ETF made up 2.02% of Paladin Advisory Group's portfolio in Q1 2026, its #19 holding.
Paladin Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $4.4M in Q1 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.