Viewpoint Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Viewpoint Capital Management’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	$53K	Sell	1,297 -6	-0.5%	-$251	0.02%	114
2025 Q4	$52.6K	Sell	1,303 -11	-0.8%	-$453	0.02%	116
2025 Q3	$55.4K	Hold	1,314	–	–	0.02%	119
2025 Q2	$54.4K	Hold	1,314	–	–	0.03%	116
2025 Q1	$55K	Hold	1,314	–	–	0.03%	121
2024 Q4	$53.4K	Hold	1,314	–	–	0.03%	117
2024 Q3	$58.2K	Sell	1,314 -55	-4%	-$2.32K	0.03%	117
2024 Q2	$52.6K	Hold	1,369	–	–	0.03%	117
2024 Q1	$54.1K	Hold	1,369	–	–	0.03%	117
2023 Q4	$54.8K	Hold	1,369	–	–	0.04%	113
2023 Q3	$46.6K	Sell	1,369 -89	-6%	-$3.29K	0.04%	107
2023 Q2	$55K	Hold	1,458	–	–	0.04%	106
2023 Q1	$54.5K	Sell	1,458 -20	-1%	-$768	0.05%	98
2022 Q4	$54.6K	Sell	1,478 -312	-17%	-$11.5K	0.05%	96
2022 Q3	$64K	Hold	1,790	–	–	0.06%	93
2022 Q2	$73K	Hold	1,790	–	–	0.07%	96
2022 Q1	$86K	Hold	1,790	–	–	0.07%	100
2021 Q4	$93K	Buy	+1,790	New	+$86.1K	0.07%	103

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

Viewpoint Capital Management's XLRE Position: Q1 2026 in Review

Viewpoint Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.46% in Q1 2026, selling an estimated $251 and leaving 1,297 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #114.

Viewpoint Capital Management first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $93K in Q4 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Viewpoint Capital Management held 1,297 shares of State Street Real Estate Select Sector SPDR ETF worth $53K as of Q1 2026.
Viewpoint Capital Management sold 6 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $251.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Viewpoint Capital Management's portfolio in Q1 2026, its #114 holding.
Viewpoint Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $93K in Q4 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.