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

Premier Path 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	$1.63M	Sell	39,948 -6,367	-14%	-$267K	0.21%	105
2025 Q4	$1.87M	Sell	46,315 -2,196	-5%	-$90.4K	0.24%	90
2025 Q3	$2.04M	Buy	48,511 +356	+0.7%	+$14.9K	0.26%	83
2025 Q2	$1.99M	Buy	48,155 +2,930	+6%	+$120K	0.28%	82
2025 Q1	$1.89M	Sell	45,225 -1,185	-3%	-$49.4K	0.29%	81
2024 Q4	$1.89M	Buy	46,410 +2,653	+6%	+$115K	0.29%	81
2024 Q3	$1.95M	Sell	43,757 -989	-2%	-$41.7K	0.31%	78
2024 Q2	$1.72M	Buy	44,746 +846	+2%	+$31.9K	0.29%	83
2024 Q1	$1.74M	Buy	43,900 +7,642	+21%	+$297K	0.33%	78
2023 Q4	$1.47M	Buy	+36,258	New	+$1.3M	0.33%	73

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

Premier Path Wealth Partners's XLRE Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q1 2026, selling an estimated $267K and leaving 39,948 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #105.

Premier Path Wealth Partners first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Premier Path Wealth Partners held 39,948 shares of State Street Real Estate Select Sector SPDR ETF worth $1.63M as of Q1 2026.
Premier Path Wealth Partners sold 6,367 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $267K.
State Street Real Estate Select Sector SPDR ETF made up 0.21% of Premier Path Wealth Partners's portfolio in Q1 2026, its #105 holding.
Premier Path Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $2.04M 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 Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.