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

Provident Wealth Management’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	$71.5K	Hold	1,750	–	–	0.02%	111
2025 Q4	$70.6K	Hold	1,750	–	–	0.02%	117
2025 Q3	$73.7K	Hold	1,750	–	–	0.02%	114
2025 Q2	$72.5K	Hold	1,750	–	–	0.02%	110
2025 Q1	$73.2K	Buy	+1,750	New	+$72.9K	0.03%	103

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

Provident Wealth Management's XLRE Position: Q1 2026 in Review

Provident Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 1,750 shares worth $71.5K. The position accounts for 0.02% of the portfolio, ranked #111.

Provident Wealth Management first reported a position in XLRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.7K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Provident Wealth Management held 1,750 shares of State Street Real Estate Select Sector SPDR ETF worth $71.5K as of Q1 2026.
Provident Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Provident Wealth Management's portfolio in Q1 2026, its #111 holding.
Provident Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Provident Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $73.7K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.