Surience Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Surience Private Wealth’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	$4.48M	Buy	+109,826	New	+$4.6M	4.81%	6

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

Surience Private Wealth's XLRE Position: Q1 2026 in Review

Surience Private Wealth opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 109,826 shares worth $4.48M. The stake represents 4.81% of the portfolio and ranks #6 among its holdings.

751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Surience Private Wealth held 109,826 shares of State Street Real Estate Select Sector SPDR ETF worth $4.48M as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new Surience Private Wealth position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 4.81% of Surience Private Wealth's portfolio in Q1 2026, its #6 holding.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.