Quattro Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Quattro Financial Advisors’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	-29,297	Closed	-$1.18M	–	94
2025 Q4	$1.18M	Hold	29,297	–	–	0.35%	50
2025 Q3	$1.23M	Hold	29,297	–	–	0.39%	46
2025 Q2	$1.21M	Sell	29,297 -1,848	-6%	-$75.9K	0.43%	47
2025 Q1	$1.3M	Buy	31,145 +1,997	+7%	+$83.2K	0.45%	50
2024 Q4	$1.21M	Buy	+29,148	New	+$1.26M	0.31%	50
2024 Q1	–	Sell	-40	Closed	-$1.58M	–	97
2023 Q4	$1.58M	Sell	40 -42,993	-100%	-$1.54M	0.55%	38
2023 Q3	$1.47M	Sell	43,033 -1,524	-3%	-$56.4K	0.64%	39
2023 Q2	$1.68M	Buy	44,557 +1,757	+4%	+$64.8K	0.67%	35
2023 Q1	$1.6M	Buy	+42,800	New	+$1.64M	0.66%	28

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

Quattro Financial Advisors's XLRE Position: Q1 2026 in Review

Quattro Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 29,297 shares — an estimated $1.18M sold.

Quattro Financial Advisors first reported a position in XLRE in Q1 2023 and held it in 9 quarters. The position peaked at $1.68M in Q2 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Quattro Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Quattro Financial Advisors sold 29,297 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.18M.
Quattro Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Quattro Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.68M in Q2 2023.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Quattro Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.