W.H. Cornerstone Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

W.H. Cornerstone Investments’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	$307K	Sell	7,526 -288	-4%	-$12.1K	0.19%	93
2025 Q4	$315K	Sell	7,814 -5,329	-41%	-$219K	0.19%	89
2025 Q3	$554K	Buy	13,143 +6,224	+90%	+$260K	0.34%	63
2025 Q2	$287K	Buy	+6,919	New	+$284K	0.18%	90
2023 Q1	–	Sell	-8,683	Closed	-$344K	–	140
2022 Q4	$344K	Sell	8,683 -1,142	-12%	-$42.1K	0.33%	80
2022 Q3	$339K	Buy	+9,825	New	+$412K	0.36%	76

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

W.H. Cornerstone Investments's XLRE Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.7% in Q1 2026, selling an estimated $12.1K and leaving 7,526 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #93.

W.H. Cornerstone Investments first reported a position in XLRE in Q3 2022 and has held it in 6 quarters since. The position peaked at $554K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

W.H. Cornerstone Investments held 7,526 shares of State Street Real Estate Select Sector SPDR ETF worth $307K as of Q1 2026.
W.H. Cornerstone Investments sold 288 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $12.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.19% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #93 holding.
W.H. Cornerstone Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 6 quarters since.
W.H. Cornerstone Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $554K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.