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

Rialto 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	$2.41K	Hold	59	–	–	﹤0.01%	801
2025 Q4	$2.38K	Hold	59	–	–	﹤0.01%	686
2025 Q3	$2.49K	Buy	+59	New	+$2.47K	﹤0.01%	610

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

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

Rialto Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 59 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Rialto Wealth Management first reported a position in XLRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.49K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Rialto Wealth Management held 59 shares of State Street Real Estate Select Sector SPDR ETF worth $2.41K as of Q1 2026.
Rialto 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 ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #801 holding.
Rialto Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Rialto Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.49K 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.