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

Prasad Wealth 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	$218K	Sell	5,349 -582	-10%	-$24.4K	0.06%	135
2025 Q4	$239K	Sell	5,931 -7,943	-57%	-$327K	0.06%	127
2025 Q3	$585K	Sell	13,874 -138,834	-91%	-$5.81M	0.16%	68
2025 Q2	$6.33M	Sell	152,708 -44,907	-23%	-$1.84M	1.85%	23
2025 Q1	$8.27M	Buy	197,615 +19,346	+11%	+$806K	2.7%	14
2024 Q4	$7.25M	Buy	+178,269	New	+$7.71M	2.35%	18

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

Prasad Wealth Partners's XLRE Position: Q1 2026 in Review

Prasad Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9.8% in Q1 2026, selling an estimated $24.4K and leaving 5,349 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #135.

Prasad Wealth Partners first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.27M in Q1 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Prasad Wealth Partners held 5,349 shares of State Street Real Estate Select Sector SPDR ETF worth $218K as of Q1 2026.
Prasad Wealth Partners sold 582 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $24.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q1 2026, its #135 holding.
Prasad Wealth 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.
Prasad Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $8.27M in Q1 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.