Private Wealth Advisors (California)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Private Wealth Advisors (California)’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	$737K	Sell	18,052 -27,697	-61%	-$1.16M	0.21%	69
2025 Q4	$1.85M	Buy	45,749 +883	+2%	+$36.3K	0.59%	48
2025 Q3	$1.89M	Sell	44,866 -53,471	-54%	-$2.24M	0.64%	43
2025 Q2	$4.07M	Sell	98,337 -540	-0.5%	-$22.2K	1.5%	24
2025 Q1	$4.14M	Buy	98,877 +491	+0.5%	+$20.5K	1.5%	25
2024 Q4	$4M	Sell	98,386 -580	-0.6%	-$25.1K	1.57%	24
2024 Q3	$4.39M	Sell	98,966 -903	-0.9%	-$38K	1.68%	26
2024 Q2	$3.8M	Buy	99,869 +2,636	+3%	+$99.3K	1.46%	25
2024 Q1	$3.84M	Sell	97,233 -4,796	-5%	-$187K	1.56%	24
2023 Q4	$4.09M	Buy	+102,029	New	+$3.66M	1.59%	24
2020 Q1	–	Sell	-76,137	Closed	-$2.94M	–	80
2019 Q4	$2.94M	Buy	+76,137	New	+$2.95M	1.69%	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

Private Wealth Advisors (California)'s XLRE Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 61% in Q1 2026, selling an estimated $1.16M and leaving 18,052 shares worth $737K. The position accounts for 0.21% of the portfolio, ranked #69.

Private Wealth Advisors (California) first reported a position in XLRE in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.39M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Private Wealth Advisors (California) held 18,052 shares of State Street Real Estate Select Sector SPDR ETF worth $737K as of Q1 2026.
Private Wealth Advisors (California) sold 27,697 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.16M.
State Street Real Estate Select Sector SPDR ETF made up 0.21% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #69 holding.
Private Wealth Advisors (California) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Private Wealth Advisors (California)'s State Street Real Estate Select Sector SPDR ETF position peaked at $4.39M 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 Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.