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Roberts Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Roberts Wealth 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 		$469K Buy
11,493
+267
+2% +$11.2K 0.12% 83
2025
Q4 		$453K Buy
11,226
+1,957
+21% +$80.5K 0.12% 81
2025
Q3 		$391K Buy
9,269
+160
+2% +$6.69K 0.1% 86
2025
Q2 		$377K Buy
9,109
+259
+3% +$10.6K 0.11% 81
2025
Q1 		$370K Sell
8,850
-59
-0.7% -$2.46K 0.11% 85
2024
Q4 		$358K Sell
8,909
-220
-2% -$9.52K 0.11% 83
2024
Q3 		$396K Buy
9,129
+319
+4% +$13.4K 0.13% 79
2024
Q2 		$338K Sell
8,810
-314
-3% -$11.8K 0.12% 80
2024
Q1 		$334K Buy
+9,124
New +$355K 0.12% 80
2023
Q4 		– Sell
-8,542
Closed -$296K – 88
2023
Q3 		$296K Sell
8,542
-2,160
-20% -$79.9K 0.13% 78
2023
Q2 		$403K Sell
10,702
-857
-7% -$31.6K 0.18% 69
2023
Q1 		$428K Sell
11,559
-414
-3% -$15.9K 0.2% 71
2022
Q4 		$444K Buy
11,973
+4,023
+51% +$148K 0.21% 72
2022
Q3 		$281K Buy
7,950
+184
+2% +$7.71K 0.14% 72
2022
Q2 		$320K Buy
7,766
+30
+0.4% +$1.34K 0.14% 78
2022
Q1 		$381K Buy
7,736
+187
+2% +$8.77K 0.15% 81
2021
Q4 		$387K Buy
7,549
+210
+3% +$10.1K 0.14% 80
2021
Q3 		$326K Buy
+7,339
New +$341K 0.13% 83

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Roberts Wealth Advisors's XLRE Position: Q1 2026 in Review

Roberts Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q1 2026, buying an estimated $11.2K and bringing the position to 11,493 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #83.

Roberts Wealth Advisors first reported a position in XLRE in Q3 2021 and has held it in 18 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Roberts Wealth Advisors held 11,493 shares of State Street Real Estate Select Sector SPDR ETF worth $469K as of Q1 2026.
  • Roberts Wealth Advisors bought 267 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.12% of Roberts Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Roberts Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.