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

Private Wealth Management Group’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	–	Sell	-13	Closed	-$525	–	1564
2025 Q4	$525	Buy	+13	New	+$535	﹤0.01%	1399

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Private Wealth Management Group's XLRE Position: Q1 2026 in Review

Private Wealth Management Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 13 shares — an estimated $525 sold.

Private Wealth Management Group first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $525 in Q4 2025. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Private Wealth Management Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 13 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $525.
Private Wealth Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Private Wealth Management Group's State Street Real Estate Select Sector SPDR ETF position peaked at $525 in Q4 2025.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.