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United Capital Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

United Capital Financial 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 		$748K Buy
18,321
+5,551
+43% +$233K ﹤0.01% 883
2025
Q4 		$515K Buy
12,770
+6,491
+103% +$267K ﹤0.01% 948
2025
Q3 		$265K Sell
6,279
-856
-12% -$35.8K ﹤0.01% 1060
2025
Q2 		$296K Sell
7,135
-1,491
-17% -$61.2K ﹤0.01% 933
2025
Q1 		$361K Sell
8,626
-1,505
-15% -$62.7K ﹤0.01% 837
2024
Q4 		$412K Sell
10,131
-571
-5% -$24.7K ﹤0.01% 786
2024
Q3 		$478K Sell
10,702
-1,443
-12% -$60.8K ﹤0.01% 738
2024
Q2 		$466K Sell
12,145
-1,550
-11% -$58.4K ﹤0.01% 724
2024
Q1 		$541K Buy
+13,695
New +$533K ﹤0.01% 720
2023
Q3 		– Sell
-6,592
Closed -$248K – 909
2023
Q2 		$248K Sell
6,592
-4,711
-42% -$174K ﹤0.01% 812
2023
Q1 		$423K Buy
11,303
+946
+9% +$36.3K ﹤0.01% 755
2022
Q4 		$382K Sell
10,357
-19,495
-65% -$720K ﹤0.01% 810
2022
Q3 		$1.07M Sell
29,852
-172
-0.6% -$7.21K 0.01% 596
2022
Q2 		$1.23M Sell
30,024
-297
-1% -$13.2K 0.01% 593
2022
Q1 		$1.47M Buy
+30,321
New +$1.42M 0.01% 591
2020
Q1 		– Sell
-6,435
Closed -$249K – 1388
2019
Q4 		$249K Sell
6,435
-209,218
-97% -$8.09M ﹤0.01% 1217
2019
Q3 		$8.48M Buy
215,653
+92,662
+75% +$3.56M 0.06% 313
2019
Q2 		$4.52M Sell
122,991
-194,159
-61% -$7.09M 0.03% 442
2019
Q1 		$11.5M Buy
317,150
+56,363
+22% +$1.92M 0.08% 269
2018
Q4 		$8.07M Sell
260,787
-41,808
-14% -$1.35M 0.06% 290
2018
Q3 		$9.87M Buy
+302,595
New +$10M 0.07% 302
2017
Q4 		– Sell
-99,441
Closed -$3.21M – 1365
2017
Q3 		$3.21M Buy
99,441
+92,234
+1,280% +$2.99M 0.03% 467
2017
Q2 		$232K Sell
7,207
-2,572
-26% -$82.4K ﹤0.01% 1160
2017
Q1 		$309K Sell
9,779
-6,504
-40% -$203K ﹤0.01% 1038
2016
Q4 		$501K Sell
16,283
-71,985
-82% -$2.2M ﹤0.01% 936
2016
Q3 		$2.89M Buy
+88,268
New +$2.96M 0.03% 492

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

United Capital Financial Advisors's XLRE Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 43% in Q1 2026, buying an estimated $233K and bringing the position to 18,321 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

United Capital Financial Advisors first reported a position in XLRE in Q3 2016 and has held it in 26 quarters since. The position peaked at $11.5M in Q1 2019. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • United Capital Financial Advisors held 18,321 shares of State Street Real Estate Select Sector SPDR ETF worth $748K as of Q1 2026.
  • United Capital Financial Advisors bought 5,551 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $233K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #883 holding.
  • United Capital Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 26 quarters since.
  • United Capital Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $11.5M in Q1 2019.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.