Pines Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pines Wealth Management’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	$543K	Buy	13,288 +4,155	+45%	+$174K	0.18%	122
2025 Q4	$369K	Buy	9,133 +482	+6%	+$19.8K	0.12%	159
2025 Q3	$364K	Buy	8,651 +941	+12%	+$39.4K	0.12%	164
2025 Q2	$322K	Buy	7,710 +587	+8%	+$24.1K	0.11%	170
2025 Q1	$264K	Buy	7,123 +994	+16%	+$41.4K	0.12%	165
2024 Q4	$240K	Buy	+6,129	New	+$265K	0.1%	181

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

Pines Wealth Management's XLRE Position: Q1 2026 in Review

Pines Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 45% in Q1 2026, buying an estimated $174K and bringing the position to 13,288 shares worth $543K. The position accounts for 0.18% of the portfolio, ranked #122.

Pines Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Pines Wealth Management held 13,288 shares of State Street Real Estate Select Sector SPDR ETF worth $543K as of Q1 2026.
Pines Wealth Management bought 4,155 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $174K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Pines Wealth Management's portfolio in Q1 2026, its #122 holding.
Pines Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.