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

Patten & Patten’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	$645K	Sell	15,799 -300	-2%	-$12.6K	0.04%	222
2025 Q4	$650K	Hold	16,099	–	–	0.04%	221
2025 Q3	$678K	Buy	16,099 +4,465	+38%	+$187K	0.04%	224
2025 Q2	$482K	Sell	11,634 -1,263	-10%	-$51.9K	0.03%	232
2025 Q1	$540K	Buy	12,897 +170	+1%	+$7.08K	0.04%	219
2024 Q4	$518K	Buy	12,727 +550	+5%	+$23.8K	0.03%	217
2024 Q3	$544K	Buy	+12,177	New	+$513K	0.04%	213

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

Patten & Patten's XLRE Position: Q1 2026 in Review

Patten & Patten reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.9% in Q1 2026, selling an estimated $12.6K and leaving 15,799 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #222.

Patten & Patten first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $678K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Patten & Patten held 15,799 shares of State Street Real Estate Select Sector SPDR ETF worth $645K as of Q1 2026.
Patten & Patten sold 300 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $12.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #222 holding.
Patten & Patten first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Patten & Patten's State Street Real Estate Select Sector SPDR ETF position peaked at $678K in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.