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Personal CFO Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Personal CFO Solutions’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 		$765K Buy
18,745
+1,451
+8% +$60.8K 0.11% 167
2025
Q4 		$698K Buy
17,294
+159
+0.9% +$6.54K 0.11% 175
2025
Q3 		$722K Sell
17,135
-4,549
-21% -$190K 0.13% 167
2025
Q2 		$898K Buy
+21,684
New +$890K 0.17% 129
2025
Q1 		– Sell
-26,353
Closed -$1.07M – 498
2024
Q4 		$1.07M Buy
26,353
+7,138
+37% +$309K 0.21% 99
2024
Q3 		$858K Buy
19,215
+406
+2% +$17.1K 0.12% 177
2024
Q2 		$722K Sell
18,809
-350
-2% -$13.2K 0.11% 181
2024
Q1 		$757K Sell
19,159
-3,813
-17% -$148K 0.12% 178
2023
Q4 		$920K Buy
+22,972
New +$825K 0.16% 132
2022
Q2 		– Sell
-27,486
Closed -$1.33M – 501
2022
Q1 		$1.33M Buy
27,486
+2,102
+8% +$98.5K 0.26% 72
2021
Q4 		$1.31M Sell
25,384
-1,812
-7% -$87.2K 0.25% 78
2021
Q3 		$1.21M Buy
27,196
+2,798
+11% +$130K 0.25% 86
2021
Q2 		$1.08M Sell
24,398
-2,798
-10% -$120K 0.22% 87
2021
Q1 		$1.07M Buy
+27,196
New +$1.02M 0.23% 88
2020
Q1 		– Sell
-32,596
Closed -$1.26M – 383
2019
Q4 		$1.26M Sell
32,596
-1,661
-5% -$64.3K 0.36% 59
2019
Q3 		$1.35M Buy
+34,257
New +$1.31M 0.54% 35

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 $377B AUM 19.32% 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 $6.84B AUM 17.28% 1-Year Est. Return

Personal CFO Solutions's XLRE Position: Q1 2026 in Review

Personal CFO Solutions increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.4% in Q1 2026, buying an estimated $60.8K and bringing the position to 18,745 shares worth $765K. The position accounts for 0.11% of the portfolio, ranked #167.

Personal CFO Solutions first reported a position in XLRE in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.35M in Q3 2019. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Personal CFO Solutions held 18,745 shares of State Street Real Estate Select Sector SPDR ETF worth $765K as of Q1 2026.
  • Personal CFO Solutions bought 1,451 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $60.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #167 holding.
  • Personal CFO Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and has held it in 16 quarters since.
  • Personal CFO Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $1.35M in Q3 2019.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.