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

SOA 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 		$43.6K Sell
1,067
-471
-31% -$19.7K 0.01% 393
2025
Q4 		$62.1K Buy
1,538
+14
+0.9% +$576 0.01% 334
2025
Q3 		$64.2K Sell
1,524
-64
-4% -$2.68K 0.01% 343
2025
Q2 		$65.8K Buy
1,588
+12
+0.8% +$493 0.01% 321
2025
Q1 		$66K Sell
1,576
-14
-0.9% -$583 0.01% 302
2024
Q4 		$64.7K Sell
1,590
-24
-1% -$1.04K 0.01% 299
2024
Q3 		$72.1K Buy
1,614
+9
+0.6% +$379 0.01% 273
2024
Q2 		$61.6K Sell
1,605
-81
-5% -$3.05K 0.01% 286
2024
Q1 		$66.7K Buy
1,686
+9
+0.5% +$350 0.01% 278
2023
Q4 		$67.2K Buy
1,677
+14
+0.8% +$503 0.02% 271
2023
Q3 		$56.7K Sell
1,663
-222
-12% -$8.21K 0.01% 271
2023
Q2 		$71K Sell
1,885
-233
-11% -$8.6K 0.02% 259
2023
Q1 		$79.2K Buy
2,118
+13
+0.6% +$499 0.02% 243
2022
Q4 		$77.8K Buy
2,105
+19
+0.9% +$701 0.02% 238
2022
Q3 		$75K Buy
2,086
+16
+0.8% +$670 0.02% 227
2022
Q2 		$84K Buy
2,070
+13
+0.6% +$580 0.02% 219
2022
Q1 		$99K Buy
2,057
+9
+0.4% +$422 0.02% 228
2021
Q4 		$105K Buy
2,048
+14
+0.7% +$674 0.03% 209
2021
Q3 		$90K Buy
2,034
+9
+0.4% +$418 0.02% 234
2021
Q2 		$89K Buy
2,025
+10
+0.5% +$429 0.02% 233
2021
Q1 		$79K Buy
2,015
+16
+0.8% +$602 0.02% 222
2020
Q4 		$76K Buy
+1,999
New +$72.5K 0.02% 221

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

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

SOA Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 31% in Q1 2026, selling an estimated $19.7K and leaving 1,067 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #393.

SOA Wealth Advisors first reported a position in XLRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $105K in Q4 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • SOA Wealth Advisors held 1,067 shares of State Street Real Estate Select Sector SPDR ETF worth $43.6K as of Q1 2026.
  • SOA Wealth Advisors sold 471 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $19.7K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #393 holding.
  • SOA Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $105K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.