Strategic Advocates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Strategic Advocates’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	-318	Closed	-$12.9K	–	628
2025 Q4	$12.9K	Buy	318 +111	+54%	+$4.57K	﹤0.01%	348
2025 Q3	$8.72K	Buy	+207	New	+$8.66K	﹤0.01%	360
2024 Q1	–	Sell	-9,190	Closed	-$368K	–	179
2023 Q4	$368K	Sell	9,190 -13,529	-60%	-$486K	0.16%	97
2023 Q3	$774K	Buy	+22,719	New	+$841K	0.36%	55

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

Strategic Advocates's XLRE Position: Q1 2026 in Review

Strategic Advocates sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 318 shares — an estimated $12.9K sold.

Strategic Advocates first reported a position in XLRE in Q3 2023 and held it in 4 quarters. The position peaked at $774K in Q3 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Strategic Advocates reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 318 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $12.9K.
Strategic Advocates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 4 quarters.
Strategic Advocates's State Street Real Estate Select Sector SPDR ETF position peaked at $774K in Q3 2023.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.