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Parkside Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Parkside Investments’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 		– Sell
-25,000
Closed -$1.01M – 105
2025
Q4 		$1.01M Sell
25,000
-15,000
-38% -$617K 0.13% 67
2025
Q3 		$1.69M Buy
+40,000
New +$1.67M 0.21% 57

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 $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return

Parkside Investments's XLRE Position: Q1 2026 in Review

Parkside Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 25,000 shares — an estimated $1.01M sold.

Parkside Investments first reported a position in XLRE in Q3 2025 and held it in 2 quarters. The position peaked at $1.69M in Q3 2025. 752 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Parkside Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Parkside Investments sold 25,000 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.01M.
  • Parkside Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Parkside Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $1.69M in Q3 2025.
  • 752 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Parkside Investments's 13F filing for Q1 2026, filed 8 Apr 2026.