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

Parallel 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	$18.8K	Buy	460 +184	+67%	+$7.71K	﹤0.01%	2510
2025 Q4	$11.1K	Sell	276 -269	-49%	-$11.1K	﹤0.01%	2563
2025 Q3	$23K	Buy	545 +1	+0.2%	+$42	﹤0.01%	2177
2025 Q2	$22.5K	Buy	544 +43	+9%	+$1.77K	﹤0.01%	2137
2025 Q1	$21K	Sell	501 -66	-12%	-$2.75K	﹤0.01%	2118
2024 Q4	$23.1K	Sell	567 -11	-2%	-$476	﹤0.01%	2080
2024 Q3	$25.8K	Buy	578 +280	+94%	+$11.8K	﹤0.01%	1949
2024 Q2	$11.4K	Sell	298 -26	-8%	-$979	﹤0.01%	2259
2024 Q1	$12.8K	Buy	324 +27	+9%	+$1.05K	﹤0.01%	2198
2023 Q4	$11.9K	Buy	297 +1	+0.3%	+$36	﹤0.01%	2216
2023 Q3	$10.1K	Sell	296 -171	-37%	-$6.33K	﹤0.01%	2194
2023 Q2	$17.6K	Sell	467 -100	-18%	-$3.69K	﹤0.01%	1915
2023 Q1	$21.2K	Buy	567 +154	+37%	+$5.91K	﹤0.01%	1801
2022 Q4	$15.3K	Hold	413	–	–	﹤0.01%	1841
2022 Q3	$15K	Buy	+413	New	+$17.3K	﹤0.01%	1824
2020 Q4	–	Sell	-69	Closed	-$2K	–	2746
2020 Q3	$2K	Buy	+69	New	+$2.46K	﹤0.01%	2360
2020 Q1	–	Sell	-173	Closed	-$7K	–	2684
2019 Q4	$7K	Sell	173 -87	-33%	-$3.37K	﹤0.01%	1880
2019 Q3	$10K	Buy	260 +183	+238%	+$7.02K	﹤0.01%	1692
2019 Q2	$3K	Hold	77	–	–	﹤0.01%	2030
2019 Q1	$3K	Sell	77 -306	-80%	-$10.4K	﹤0.01%	2026
2018 Q4	$11K	Buy	383 +19	+5%	+$616	﹤0.01%	1308
2018 Q3	$12K	Buy	+364	New	+$12.1K	﹤0.01%	1380
2018 Q2	–	Sell	-35	Closed	-$1K	–	2217
2018 Q1	$1K	Hold	35	–	–	﹤0.01%	2025
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	2018
2017 Q3	$1K	Sell	35 -109	-76%	-$3.54K	﹤0.01%	2024
2017 Q2	$5K	Buy	144 +108	+300%	+$3.46K	﹤0.01%	1620
2017 Q1	$1K	Sell	36 -1,143	-97%	-$35.6K	﹤0.01%	1931
2016 Q4	$36K	Buy	+1,179	New	+$36.1K	0.01%	677

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

Parallel Advisors's XLRE Position: Q1 2026 in Review

Parallel Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 67% in Q1 2026, buying an estimated $7.71K and bringing the position to 460 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Parallel Advisors first reported a position in XLRE in Q4 2016 and has held it in 28 quarters since. The position peaked at $36K in Q4 2016. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Parallel Advisors held 460 shares of State Street Real Estate Select Sector SPDR ETF worth $18.8K as of Q1 2026.
Parallel Advisors bought 184 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $7.71K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2510 holding.
Parallel Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 28 quarters since.
Parallel Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $36K in Q4 2016.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.