Principal Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Principal Securities’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	$210K	Sell	5,133 -493	-9%	-$20.7K	﹤0.01%	1372
2025 Q4	$227K	Sell	5,626 -582	-9%	-$24K	﹤0.01%	1269
2025 Q3	$262K	Sell	6,208 -4,757	-43%	-$199K	﹤0.01%	1169
2025 Q2	$454K	Sell	10,965 -9,168	-46%	-$376K	0.01%	902
2025 Q1	$819K	Hold	20,133	–	–	0.02%	614
2024 Q4	$819K	Sell	20,133 -2,958	-13%	-$128K	0.02%	612
2024 Q3	$1.03M	Buy	23,091 +982	+4%	+$41.4K	0.02%	517
2024 Q2	$849K	Buy	22,109 +1,665	+8%	+$62.7K	0.02%	522
2024 Q1	$808K	Buy	20,444 +4,036	+25%	+$157K	0.03%	510
2023 Q4	$657K	Buy	+16,408	New	+$589K	0.02%	515

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

Principal Securities's XLRE Position: Q1 2026 in Review

Principal Securities reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.8% in Q1 2026, selling an estimated $20.7K and leaving 5,133 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Principal Securities first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Principal Securities held 5,133 shares of State Street Real Estate Select Sector SPDR ETF worth $210K as of Q1 2026.
Principal Securities sold 493 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $20.7K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1372 holding.
Principal Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $1.03M in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.