&Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

&Partners’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	$846K	Sell	20,714 -56,881	-73%	-$2.38M	﹤0.01%	1393
2025 Q4	$3.13M	Buy	77,595 +60,832	+363%	+$2.5M	0.02%	661
2025 Q3	$706K	Sell	16,763 -2,917	-15%	-$122K	﹤0.01%	1262
2025 Q2	$810K	Buy	19,680 +2,487	+14%	+$102K	0.01%	1092
2025 Q1	$712K	Sell	17,193 -1,177	-6%	-$49K	0.01%	971
2024 Q4	$750K	Buy	+18,370	New	+$795K	0.01%	891

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

&Partners's XLRE Position: Q1 2026 in Review

&Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 73% in Q1 2026, selling an estimated $2.38M and leaving 20,714 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

&Partners first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.13M in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

&Partners held 20,714 shares of State Street Real Estate Select Sector SPDR ETF worth $846K as of Q1 2026.
&Partners sold 56,881 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.38M.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1393 holding.
&Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $3.13M in Q4 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.