Visionary Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Visionary 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	$427K	Sell	10,454 -1,871	-15%	-$78.4K	0.02%	439
2025 Q4	$497K	Sell	12,325 -11,858	-49%	-$488K	0.02%	386
2025 Q3	$1.02M	Sell	24,183 -1,307	-5%	-$54.7K	0.05%	267
2025 Q2	$1.06M	Buy	25,490 +799	+3%	+$32.8K	0.05%	269
2025 Q1	$1.03M	Sell	24,691 -3,259	-12%	-$136K	0.06%	253
2024 Q4	$1.14M	Sell	27,950 -17,902	-39%	-$775K	0.07%	238
2024 Q3	$2.05M	Buy	45,852 +4,473	+11%	+$188K	0.12%	172
2024 Q2	$1.59M	Buy	41,379 +19,824	+92%	+$747K	0.1%	193
2024 Q1	$852K	Buy	21,555 +1,368	+7%	+$53.2K	0.06%	248
2023 Q4	$809K	Sell	20,187 -1,077	-5%	-$38.7K	0.06%	250
2023 Q3	$724K	Buy	21,264 +8,773	+70%	+$325K	0.06%	247
2023 Q2	$471K	Sell	12,491 -12,710	-50%	-$469K	0.04%	302
2023 Q1	$942K	Buy	25,201 +1,940	+8%	+$74.5K	0.08%	201
2022 Q4	$859K	Buy	+23,261	New	+$859K	0.08%	194

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

Visionary Wealth Advisors's XLRE Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 15% in Q1 2026, selling an estimated $78.4K and leaving 10,454 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #439.

Visionary Wealth Advisors first reported a position in XLRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Visionary Wealth Advisors held 10,454 shares of State Street Real Estate Select Sector SPDR ETF worth $427K as of Q1 2026.
Visionary Wealth Advisors sold 1,871 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $78.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #439 holding.
Visionary Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Visionary Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.05M in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.