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

Solano Wealth Investment 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	$7.84M	Buy	191,991 +11,201	+6%	+$469K	3.91%	12
2025 Q4	$7.29M	Buy	180,790 +5,435	+3%	+$224K	3.62%	14
2025 Q3	$7.39M	Buy	175,355 +6,653	+4%	+$278K	3.56%	14
2025 Q2	$6.99M	Buy	168,702 +15,627	+10%	+$642K	3.59%	14
2025 Q1	$6.41M	Buy	153,075 +8,447	+6%	+$352K	3.96%	12
2024 Q4	$5.88M	Buy	+144,628	New	+$6.26M	3.54%	14

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

Solano Wealth Investment Advisors's XLRE Position: Q1 2026 in Review

Solano Wealth Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.2% in Q1 2026, buying an estimated $469K and bringing the position to 191,991 shares worth $7.84M. The position accounts for 3.91% of the portfolio, ranked #12.

Solano Wealth Investment Advisors first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Solano Wealth Investment Advisors held 191,991 shares of State Street Real Estate Select Sector SPDR ETF worth $7.84M as of Q1 2026.
Solano Wealth Investment Advisors bought 11,201 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $469K.
State Street Real Estate Select Sector SPDR ETF made up 3.91% of Solano Wealth Investment Advisors's portfolio in Q1 2026, its #12 holding.
Solano Wealth Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.