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Triad Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Triad Wealth Partners’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
-14,303
Closed -$577K – 524
2025
Q4 		$577K Buy
+14,303
New +$589K 0.05% 238

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Wells Fargo
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CCWM
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Two Sigma Investments
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UBS Group
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CIA
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Triad Wealth Partners's XLRE Position: Q1 2026 in Review

Triad Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 14,303 shares — an estimated $577K sold.

Triad Wealth Partners first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $577K in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Triad Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 14,303 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $577K.
  • Triad Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $577K in Q4 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.