WBH Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WBH Advisory’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	$2.18M	Buy	53,311 +842	+2%	+$35.3K	0.16%	107
2025 Q4	$2.12M	Buy	52,469 +146	+0.3%	+$6.01K	0.16%	105
2025 Q3	$2.2M	Sell	52,323 -6	-0%	-$251	0.17%	101
2025 Q2	$2.17M	Sell	52,329 -2,077	-4%	-$85.3K	0.18%	95
2025 Q1	$2.28M	Sell	54,406 -1,496	-3%	-$62.3K	0.21%	82
2024 Q4	$2.27M	Sell	55,902 -1,260	-2%	-$54.5K	0.21%	81
2024 Q3	$2.55M	Buy	57,162 +13	+0%	+$548	0.24%	73
2024 Q2	$2.2M	Buy	57,149 +266	+0.5%	+$10K	0.22%	79
2024 Q1	$2.25M	Buy	56,883 +1,090	+2%	+$42.4K	0.23%	80
2023 Q4	$2.24M	Sell	55,793 -16,280	-23%	-$585K	0.25%	75
2023 Q3	$2.46M	Buy	72,073 +3,546	+5%	+$131K	0.3%	70
2023 Q2	$2.58M	Sell	68,527 -470	-0.7%	-$17.3K	0.31%	69
2023 Q1	$2.58M	Buy	+68,997	New	+$2.65M	0.32%	74
2022 Q3	$2.55M	Buy	70,909 +7,205	+11%	+$302K	0.37%	66
2022 Q2	$2.63M	Sell	63,704 -8,650	-12%	-$386K	0.35%	67
2022 Q1	$3.54M	Buy	72,354 +796	+1%	+$37.3K	0.43%	56
2021 Q4	$3.71M	Buy	71,558 +2,330	+3%	+$112K	0.42%	57
2021 Q3	$3.08M	Sell	69,228 -1,590	-2%	-$73.9K	0.41%	52
2021 Q2	$3.28M	Buy	70,818 +1,588	+2%	+$68.1K	0.48%	50
2021 Q1	$2.73M	Sell	69,230 -187	-0.3%	-$7.03K	0.44%	53
2020 Q4	$2.56M	Buy	69,417 +104	+0.2%	+$3.77K	0.44%	51
2020 Q3	$2.44M	Buy	69,313 +2,463	+4%	+$87.8K	0.49%	46
2020 Q2	$2.33M	Buy	66,850 +5,897	+10%	+$199K	0.56%	45
2020 Q1	$1.89K	Sell	60,953 -4,036	-6%	-$151K	0.44%	48
2019 Q4	$2.51M	Buy	64,989 +1,317	+2%	+$51K	0.51%	42
2019 Q3	$2.5M	Buy	63,672 +3,598	+6%	+$138K	0.56%	42
2019 Q2	$2.21M	Buy	60,074 +620	+1%	+$22.6K	0.51%	47
2019 Q1	$2.15M	Buy	59,454 +1,442	+2%	+$49.2K	0.51%	48
2018 Q4	$1.8K	Buy	58,012 +2,417	+4%	+$78.3K	0.44%	53
2018 Q3	$1.81M	Buy	55,595 +1,115	+2%	+$37K	0.44%	53
2018 Q2	$1.78M	Buy	54,480 +394	+0.7%	+$12.3K	0.46%	50
2018 Q1	$1.68M	Buy	54,086 +8,565	+19%	+$266K	0.46%	50
2017 Q4	$1.5M	Buy	45,521 +1,901	+4%	+$62.7K	0.4%	61
2017 Q3	$1.41M	Buy	43,620 +1,025	+2%	+$33.3K	0.39%	65
2017 Q2	$1.37M	Buy	42,595 +1,035	+2%	+$33.1K	0.38%	62
2017 Q1	$1.31M	Buy	41,560 +17,697	+74%	+$552K	0.39%	59
2016 Q4	$733K	Sell	23,863 -14,932	-38%	-$457K	0.24%	92
2016 Q3	$1.27M	Buy	+38,795	New	+$1.3M	0.43%	55

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

WBH Advisory's XLRE Position: Q1 2026 in Review

WBH Advisory increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q1 2026, buying an estimated $35.3K and bringing the position to 53,311 shares worth $2.18M. The position accounts for 0.16% of the portfolio, ranked #107.

WBH Advisory first reported a position in XLRE in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.71M in Q4 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

WBH Advisory held 53,311 shares of State Street Real Estate Select Sector SPDR ETF worth $2.18M as of Q1 2026.
WBH Advisory bought 842 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $35.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of WBH Advisory's portfolio in Q1 2026, its #107 holding.
WBH Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 38 quarters since.
WBH Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $3.71M in Q4 2021.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.