Valley Wealth Managers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Valley Wealth Managers’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	$15.1K	Hold	371	–	–	﹤0.01%	254
2025 Q4	$15K	Hold	371	–	–	﹤0.01%	261
2025 Q3	$15.6K	Hold	371	–	–	﹤0.01%	245
2025 Q2	$15.4K	Buy	371 +53	+17%	+$2.18K	﹤0.01%	232
2025 Q1	$13.3K	Buy	318 +100	+46%	+$4.17K	﹤0.01%	262
2024 Q4	$8.87K	Hold	218	–	–	﹤0.01%	293
2024 Q3	$9.74K	Sell	218 -31	-12%	-$1.31K	﹤0.01%	291
2024 Q2	$9.56K	Sell	249 -501	-67%	-$18.9K	﹤0.01%	291
2024 Q1	$29.6K	Buy	750 +33	+5%	+$1.28K	﹤0.01%	229
2023 Q4	$28.7K	Hold	717	–	–	﹤0.01%	234
2023 Q3	$24.4K	Hold	717	–	–	﹤0.01%	249
2023 Q2	$27K	Sell	717 -21	-3%	-$775	﹤0.01%	236
2023 Q1	$27.6K	Hold	738	–	–	﹤0.01%	242
2022 Q4	$27.3K	Hold	738	–	–	﹤0.01%	258
2022 Q3	$27K	Sell	738 -198	-21%	-$8.29K	﹤0.01%	273
2022 Q2	$38K	Buy	+936	New	+$41.7K	﹤0.01%	265
2017 Q2	–	Sell	-354	Closed	-$11K	–	186
2017 Q1	$11K	Buy	354 +215	+155%	+$6.71K	﹤0.01%	171
2016 Q4	$4K	Hold	139	–	–	﹤0.01%	198
2016 Q3	$5K	Buy	+139	New	+$4.66K	﹤0.01%	187

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

Valley Wealth Managers's XLRE Position: Q1 2026 in Review

Valley Wealth Managers held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 371 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Valley Wealth Managers first reported a position in XLRE in Q3 2016 and has held it in 19 quarters since. The position peaked at $38K in Q2 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Valley Wealth Managers held 371 shares of State Street Real Estate Select Sector SPDR ETF worth $15.1K as of Q1 2026.
Valley Wealth Managers left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #254 holding.
Valley Wealth Managers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 19 quarters since.
Valley Wealth Managers's State Street Real Estate Select Sector SPDR ETF position peaked at $38K in Q2 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.