Summit Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Summit Financial’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	$750K	Buy	18,362 +4,136	+29%	+$173K	0.01%	873
2025 Q4	$574K	Sell	14,226 -951	-6%	-$39.1K	0.01%	841
2025 Q3	$639K	Sell	15,177 -3,186	-17%	-$133K	0.01%	802
2025 Q2	$761K	Sell	18,363 -61,023	-77%	-$2.51M	0.02%	473
2025 Q1	$3.32M	Buy	79,386 +57,457	+262%	+$2.39M	0.09%	187
2024 Q4	$892K	Buy	21,929 +12,983	+145%	+$562K	0.03%	335
2024 Q3	$400K	Buy	+8,946	New	+$377K	0.02%	411
2023 Q4	–	Sell	-18,381	Closed	-$626K	–	368
2023 Q3	$626K	Buy	18,381 +1,759	+11%	+$65.1K	0.05%	214
2023 Q2	$626K	Buy	16,622 +2,391	+17%	+$88.2K	0.05%	207
2023 Q1	$532K	Buy	+14,231	New	+$546K	0.05%	166

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

Summit Financial's XLRE Position: Q1 2026 in Review

Summit Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 29% in Q1 2026, buying an estimated $173K and bringing the position to 18,362 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #873.

Summit Financial first reported a position in XLRE in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.32M in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Summit Financial held 18,362 shares of State Street Real Estate Select Sector SPDR ETF worth $750K as of Q1 2026.
Summit Financial bought 4,136 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $173K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #873 holding.
Summit Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
Summit Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $3.32M in Q1 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.