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

Tandem 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	$499K	Buy	12,215 +583	+5%	+$24.4K	0.22%	39
2025 Q4	$469K	Buy	11,632 +2,080	+22%	+$85.6K	0.21%	41
2025 Q3	$402K	Buy	9,552 +600	+7%	+$25.1K	0.19%	39
2025 Q2	$371K	Buy	8,952 +47	+0.5%	+$1.93K	0.18%	37
2025 Q1	$373K	Buy	8,905 +1,801	+25%	+$75K	0.19%	39
2024 Q4	$289K	Buy	7,104 +468	+7%	+$20.3K	0.15%	49
2024 Q3	$296K	Buy	6,636 +23	+0.3%	+$969	0.15%	45
2024 Q2	$254K	Hold	6,613	–	–	0.14%	45
2024 Q1	$261K	Hold	6,613	–	–	0.14%	47
2023 Q4	$265K	Hold	6,613	–	–	0.15%	43
2023 Q3	$225K	Buy	+6,613	New	+$245K	0.14%	43

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

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

Tandem Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5% in Q1 2026, buying an estimated $24.4K and bringing the position to 12,215 shares worth $499K. The position accounts for 0.22% of the portfolio, ranked #39.

Tandem Wealth Advisors first reported a position in XLRE in Q3 2023 and has held it in 11 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Tandem Wealth Advisors held 12,215 shares of State Street Real Estate Select Sector SPDR ETF worth $499K as of Q1 2026.
Tandem Wealth Advisors bought 583 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $24.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.22% of Tandem Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Tandem Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.