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

Strategic Wealth Partners’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	$1.14K	Hold	28	–	–	﹤0.01%	1226
2025 Q4	$1.13K	Buy	+28	New	+$1.15K	﹤0.01%	1267
2025 Q3	–	Sell	-83	Closed	-$3.44K	–	1391
2025 Q2	$3.44K	Buy	+83	New	+$3.41K	﹤0.01%	951
2024 Q4	$384K	Buy	+9,083	New	+$393K	0.03%	234
2019 Q2	–	Sell	-48	Closed	-$2K	–	834
2019 Q1	$2K	Buy	48 +7	+17%	+$239	﹤0.01%	731
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	668
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	630
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	736
2018 Q1	$1K	Sell	41 -15	-27%	-$466	﹤0.01%	775
2017 Q4	$2K	Buy	+56	New	+$1.85K	﹤0.01%	701

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 Wealth Partners's XLRE Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 28 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Strategic Wealth Partners first reported a position in XLRE in Q4 2017 and has held it in 10 quarters since. The position peaked at $384K in Q4 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Strategic Wealth Partners held 28 shares of State Street Real Estate Select Sector SPDR ETF worth $1.14K as of Q1 2026.
Strategic Wealth Partners left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1226 holding.
Strategic Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Strategic Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $384K in Q4 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.