True Vision MN’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

True Vision MN’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	$284K	Buy	6,958 +29	+0.4%	+$1.22K	0.15%	85
2025 Q4	$280K	Buy	6,929 +106	+2%	+$4.36K	0.14%	96
2025 Q3	$287K	Sell	6,823 -6	-0.1%	-$251	0.15%	94
2025 Q2	$283K	Sell	6,829 -218	-3%	-$8.95K	0.16%	96
2025 Q1	$295K	Sell	7,047 -5,959	-46%	-$248K	0.18%	90
2024 Q4	$529K	Buy	+13,006	New	+$563K	0.31%	62

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

True Vision MN's XLRE Position: Q1 2026 in Review

True Vision MN increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.42% in Q1 2026, buying an estimated $1.22K and bringing the position to 6,958 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #85.

True Vision MN first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $529K in Q4 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

True Vision MN held 6,958 shares of State Street Real Estate Select Sector SPDR ETF worth $284K as of Q1 2026.
True Vision MN bought 29 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.22K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of True Vision MN's portfolio in Q1 2026, its #85 holding.
True Vision MN first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
True Vision MN's State Street Real Estate Select Sector SPDR ETF position peaked at $529K in Q4 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.