Verus Capital Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Verus Capital Partners’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	$232K	Buy	5,686 +22	+0.4%	+$922	0.02%	407
2025 Q4	$229K	Buy	5,664 +288	+5%	+$11.9K	0.02%	403
2025 Q3	$226K	Buy	5,376 +239	+5%	+$10K	0.02%	375
2025 Q2	$213K	Buy	5,137 +18	+0.4%	+$739	0.02%	344
2025 Q1	$214K	Sell	5,119 -14	-0.3%	-$583	0.02%	342
2024 Q4	$209K	Sell	5,133 -138	-3%	-$5.97K	0.02%	340
2024 Q3	$235K	Buy	5,271 +33	+0.6%	+$1.39K	0.02%	311
2024 Q2	$201K	Buy	+5,238	New	+$197K	0.02%	328
2022 Q3	–	Sell	-5,576	Closed	-$225K	–	311
2022 Q2	$225K	Sell	5,576 -57	-1%	-$2.54K	0.04%	255
2022 Q1	$256K	Buy	+5,633	New	+$264K	0.04%	263
2020 Q1	$12K	Sell	386 -299	-44%	-$11.2K	﹤0.01%	956
2019 Q4	$26K	Buy	+685	New	+$26.5K	0.01%	801

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

Verus Capital Partners's XLRE Position: Q1 2026 in Review

Verus Capital Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.39% in Q1 2026, buying an estimated $922 and bringing the position to 5,686 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #407.

Verus Capital Partners first reported a position in XLRE in Q4 2019 and has held it in 12 quarters since. The position peaked at $256K in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Verus Capital Partners held 5,686 shares of State Street Real Estate Select Sector SPDR ETF worth $232K as of Q1 2026.
Verus Capital Partners bought 22 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $922.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #407 holding.
Verus Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Verus Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $256K 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 Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.