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

SHP 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	$1.18K	Buy	+29	New	+$1.22K	﹤0.01%	1413

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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 $7.59B AUM 23.38% 1-Year Est. Return

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

SHP Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 29 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

753 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

SHP Wealth Management held 29 shares of State Street Real Estate Select Sector SPDR ETF worth $1.18K as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new SHP Wealth Management position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1413 holding.
753 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.