Turning Point Benefit Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Turning Point Benefit Group’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	-3,094	Closed	-$125K	–	813
2025 Q4	$125K	Sell	3,094 -252	-8%	-$10.4K	0.07%	115
2025 Q3	$141K	Buy	+3,346	New	+$140K	0.09%	99

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

Turning Point Benefit Group's XLRE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 3,094 shares — an estimated $125K sold.

Turning Point Benefit Group first reported a position in XLRE in Q3 2025 and held it in 2 quarters. The position peaked at $141K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Turning Point Benefit Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 3,094 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $125K.
Turning Point Benefit Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's State Street Real Estate Select Sector SPDR ETF position peaked at $141K in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.