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

SYM Financial Corp’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	-86	Closed	-$3.47K	–	469
2025 Q4	$3.47K	Hold	86	–	–	﹤0.01%	408
2025 Q3	$3.62K	Hold	86	–	–	﹤0.01%	401
2025 Q2	$3.56K	Hold	86	–	–	﹤0.01%	410
2025 Q1	$3.6K	Hold	86	–	–	﹤0.01%	344
2024 Q4	$3.5K	Buy	+86	New	+$3.72K	﹤0.01%	317
2020 Q4	–	Sell	-26	Closed	-$1K	–	95
2020 Q3	$1K	Buy	+26	New	+$927	﹤0.01%	82
2019 Q1	–	Sell	-774	Closed	-$24K	–	83
2018 Q4	$24K	Hold	774	–	–	0.01%	70
2018 Q3	$25K	Hold	774	–	–	0.01%	73
2018 Q2	$25K	Buy	+774	New	+$24.2K	0.01%	58

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

SYM Financial Corp's XLRE Position: Q1 2026 in Review

SYM Financial Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 86 shares — an estimated $3.47K sold.

SYM Financial Corp first reported a position in XLRE in Q2 2018 and held it in 9 quarters. The position peaked at $25K in Q3 2018. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

SYM Financial Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 86 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $3.47K.
SYM Financial Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
SYM Financial Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $25K in Q3 2018.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.