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

TFB 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	$227K	Hold	5,549	–	–	0.12%	170
2025 Q4	$224K	Hold	5,549	–	–	0.06%	285
2025 Q3	$229K	Hold	5,549	–	–	0.07%	280
2025 Q2	$230K	Sell	5,549 -208	-4%	-$8.54K	0.06%	306
2025 Q1	$241K	Sell	5,757 -210	-4%	-$8.75K	0.07%	287
2024 Q4	$243K	Sell	5,967 -387	-6%	-$16.7K	0.07%	280
2024 Q3	$284K	Buy	6,354 +805	+15%	+$33.9K	0.08%	250
2024 Q2	$213K	Hold	5,549	–	–	0.07%	277
2024 Q1	$201K	Buy	5,549 +10	+0.2%	+$389	0.07%	260
2023 Q4	$222K	Buy	+5,539	New	+$199K	0.11%	158
2023 Q3	–	Sell	-5,436	Closed	-$205K	–	239
2023 Q2	$205K	Buy	+5,436	New	+$201K	0.09%	222

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

TFB Advisors's XLRE Position: Q1 2026 in Review

TFB Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 5,549 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #170.

TFB Advisors first reported a position in XLRE in Q2 2023 and has held it in 11 quarters since. The position peaked at $284K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

TFB Advisors held 5,549 shares of State Street Real Estate Select Sector SPDR ETF worth $227K as of Q1 2026.
TFB Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.12% of TFB Advisors's portfolio in Q1 2026, its #170 holding.
TFB Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
TFB Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $284K 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 TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.