SJS Investment Consulting’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SJS Investment Consulting’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	-23	Closed	-$929	–	2584
2025 Q4	$929	Buy	+23	New	+$947	﹤0.01%	1324
2022 Q4	–	Sell	-10	Closed	–	–	1715
2022 Q3	$0	Buy	+10	New	+$419	﹤0.01%	1608
2022 Q1	$0	Hold	10	–	–	﹤0.01%	1402
2021 Q4	$1K	Buy	+10	New	+$481	﹤0.01%	516

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

SJS Investment Consulting's XLRE Position: Q1 2026 in Review

SJS Investment Consulting sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 23 shares — an estimated $929 sold.

SJS Investment Consulting first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 753 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

SJS Investment Consulting reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SJS Investment Consulting sold 23 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $929.
SJS Investment Consulting first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
SJS Investment Consulting's State Street Real Estate Select Sector SPDR ETF position peaked at $1K in Q4 2021.
753 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.