Talisman Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Talisman Wealth Advisors’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	$767K	Sell	18,795 -3,908	-17%	-$164K	0.62%	44
2025 Q4	$918K	Buy	22,703 +851	+4%	+$35K	0.71%	41
2025 Q3	$921K	Buy	21,852 +729	+3%	+$30.5K	0.76%	37
2025 Q2	$875K	Buy	21,123 +306	+1%	+$12.6K	0.8%	34
2025 Q1	$871K	Buy	20,817 +1,137	+6%	+$47.4K	0.89%	29
2024 Q4	$800K	Buy	19,680 +924	+5%	+$40K	0.85%	35
2024 Q3	$831K	Buy	18,756 +3,039	+19%	+$128K	0.88%	34
2024 Q2	$604K	Buy	15,717 +289	+2%	+$10.9K	0.7%	40
2024 Q1	$610K	Buy	15,428 +4,878	+46%	+$190K	0.77%	40
2023 Q4	$423K	Buy	10,550 +1,930	+22%	+$69.3K	0.63%	47
2023 Q3	$294K	Buy	8,620 +1,484	+21%	+$54.9K	0.51%	63
2023 Q2	$269K	Buy	+7,136	New	+$263K	0.46%	68

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

Talisman Wealth Advisors's XLRE Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 17% in Q1 2026, selling an estimated $164K and leaving 18,795 shares worth $767K. The position accounts for 0.62% of the portfolio, ranked #44.

Talisman Wealth Advisors first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $921K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Talisman Wealth Advisors held 18,795 shares of State Street Real Estate Select Sector SPDR ETF worth $767K as of Q1 2026.
Talisman Wealth Advisors sold 3,908 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $164K.
State Street Real Estate Select Sector SPDR ETF made up 0.62% of Talisman Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Talisman Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Talisman Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $921K in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.