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

Waverly 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	$5.95M	Buy	145,628 +28,305	+24%	+$1.19M	0.04%	367
2025 Q4	$4.73M	Buy	117,323 +38,546	+49%	+$1.59M	0.04%	383
2025 Q3	$3.32M	Buy	78,777 +58,912	+297%	+$2.46M	0.03%	398
2025 Q2	$823K	Sell	19,865 -65,972	-77%	-$2.71M	0.01%	664
2025 Q1	$3.59M	Buy	+85,837	New	+$3.58M	0.04%	351
2024 Q2	–	Sell	-1,733	Closed	-$68.5K	–	827
2024 Q1	$68.5K	Buy	+1,733	New	+$67.4K	﹤0.01%	681

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

Waverly Advisors's XLRE Position: Q1 2026 in Review

Waverly Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 24% in Q1 2026, buying an estimated $1.19M and bringing the position to 145,628 shares worth $5.95M. The position accounts for 0.04% of the portfolio, ranked #367.

Waverly Advisors first reported a position in XLRE in Q1 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Waverly Advisors held 145,628 shares of State Street Real Estate Select Sector SPDR ETF worth $5.95M as of Q1 2026.
Waverly Advisors bought 28,305 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.19M.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #367 holding.
Waverly Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.