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

Soltis 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	$271K	Sell	6,640 -3,487	-34%	-$146K	0.02%	457
2025 Q4	$409K	Buy	10,127 +3,327	+49%	+$137K	0.03%	354
2025 Q3	$286K	Sell	6,800 -63	-0.9%	-$2.63K	0.02%	384
2025 Q2	$284K	Sell	6,863 -10,795	-61%	-$443K	0.02%	332
2025 Q1	$739K	Sell	17,658 -2,647	-13%	-$110K	0.07%	195
2024 Q4	$826K	Buy	20,305 +11,356	+127%	+$491K	0.08%	183
2024 Q3	$400K	Sell	8,949 -1,583	-15%	-$66.7K	0.04%	246
2024 Q2	$405K	Sell	10,532 -3,377	-24%	-$127K	0.04%	229
2024 Q1	$550K	Buy	13,909 +2,105	+18%	+$81.9K	0.06%	196
2023 Q4	$473K	Buy	+11,804	New	+$424K	0.05%	191

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

Soltis Investment Advisors's XLRE Position: Q1 2026 in Review

Soltis Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 34% in Q1 2026, selling an estimated $146K and leaving 6,640 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #457.

Soltis Investment Advisors first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $826K in Q4 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Soltis Investment Advisors held 6,640 shares of State Street Real Estate Select Sector SPDR ETF worth $271K as of Q1 2026.
Soltis Investment Advisors sold 3,487 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $146K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #457 holding.
Soltis Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Soltis Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $826K in Q4 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.