U.S. Capital Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

U.S. Capital Wealth 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	$1.12M	Buy	27,491 +3,650	+15%	+$153K	0.03%	480
2025 Q4	$962K	Buy	23,841 +1,657	+7%	+$68.2K	0.03%	500
2025 Q3	$935K	Sell	22,184 -7,566	-25%	-$317K	0.03%	481
2025 Q2	$1.23M	Buy	29,750 +4,709	+19%	+$193K	0.04%	384
2025 Q1	$1.05M	Buy	25,041 +1,774	+8%	+$73.9K	0.03%	416
2024 Q4	$946K	Buy	23,267 +13,822	+146%	+$598K	0.03%	436
2024 Q3	$422K	Sell	9,445 -1,496	-14%	-$63K	0.01%	515
2024 Q2	$420K	Buy	10,941 +1,978	+22%	+$74.5K	0.02%	489
2024 Q1	$354K	Sell	8,963 -129	-1%	-$5.02K	0.01%	529
2023 Q4	$364K	Buy	9,092 +901	+11%	+$32.4K	0.01%	515
2023 Q3	$279K	Buy	8,191 +1,231	+18%	+$45.6K	0.01%	534
2023 Q2	$262K	Buy	+6,960	New	+$257K	0.01%	566
2023 Q1	–	Sell	-1,541	Closed	-$56.9K	–	1548
2022 Q4	$56.9K	Buy	+1,541	New	+$56.9K	﹤0.01%	850
2022 Q2	–	Sell	-36,237	Closed	-$1.75M	–	744
2022 Q1	$1.75M	Buy	+36,237	New	+$1.7M	0.06%	285

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

U.S. Capital Wealth Advisors's XLRE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 15% in Q1 2026, buying an estimated $153K and bringing the position to 27,491 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #480.

U.S. Capital Wealth Advisors first reported a position in XLRE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

U.S. Capital Wealth Advisors held 27,491 shares of State Street Real Estate Select Sector SPDR ETF worth $1.12M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,650 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $153K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #480 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.75M in Q1 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.