TD Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TD Capital Management’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	$371K	Buy	9,080 +61	+0.7%	+$2.56K	0.03%	92
2025 Q4	$364K	Buy	9,019 +97	+1%	+$3.99K	0.03%	90
2025 Q3	$376K	Buy	8,922 +67	+0.8%	+$2.8K	0.03%	86
2025 Q2	$367K	Buy	8,855 +78	+0.9%	+$3.2K	0.03%	84
2025 Q1	$367K	Buy	8,777 +55	+0.6%	+$2.29K	0.04%	78
2024 Q4	$355K	Buy	8,722 +92	+1%	+$3.98K	0.04%	80
2024 Q3	$385K	Buy	+8,630	New	+$364K	0.04%	79
2018 Q1	–	Sell	-29	Closed	-$1K	–	200
2017 Q4	$1K	Hold	29	–	–	﹤0.01%	180
2017 Q3	$1K	Buy	+29	New	+$942	﹤0.01%	249

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

TD Capital Management's XLRE Position: Q1 2026 in Review

TD Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.68% in Q1 2026, buying an estimated $2.56K and bringing the position to 9,080 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #92.

TD Capital Management first reported a position in XLRE in Q3 2017 and has held it in 9 quarters since. The position peaked at $385K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

TD Capital Management held 9,080 shares of State Street Real Estate Select Sector SPDR ETF worth $371K as of Q1 2026.
TD Capital Management bought 61 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.56K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of TD Capital Management's portfolio in Q1 2026, its #92 holding.
TD Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and has held it in 9 quarters since.
TD Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $385K in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.