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

WCG 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	$19.4M	Buy	475,451 +14,578	+3%	+$611K	0.54%	50
2025 Q4	$18.6M	Buy	460,873 +272,674	+145%	+$11.2M	0.52%	53
2025 Q3	$7.93M	Sell	188,199 -18,084	-9%	-$756K	0.5%	57
2025 Q2	$8.54M	Sell	206,283 -126,204	-38%	-$5.18M	0.55%	50
2025 Q1	$13.9M	Sell	332,487 -52,288	-14%	-$2.18M	1.06%	25
2024 Q4	$15.6M	Sell	384,775 -5,088	-1%	-$220K	1.03%	24
2024 Q3	$17.4M	Sell	389,863 -245,718	-39%	-$10.4M	1.18%	20
2024 Q2	$24.4M	Sell	635,581 -321,235	-34%	-$12.1M	1.81%	13
2024 Q1	$37.8M	Sell	956,816 -208,322	-18%	-$8.1M	3.16%	3
2023 Q4	$46.7M	Sell	1,165,138 -156,080	-12%	-$5.6M	3.43%	2
2023 Q3	$46M	Buy	1,321,218 +73,275	+6%	+$2.71M	3.37%	2
2023 Q2	$47M	Buy	1,247,943 +215,376	+21%	+$7.94M	5.49%	2
2023 Q1	$38.6M	Buy	1,032,567 +74,600	+8%	+$2.86M	4.95%	2
2022 Q4	$35.4M	Buy	957,967 +934,730	+4,023%	+$34.5M	4.85%	2
2022 Q3	$837K	Buy	+23,237	New	+$973K	0.11%	140

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

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

WCG Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.2% in Q1 2026, buying an estimated $611K and bringing the position to 475,451 shares worth $19.4M. The position accounts for 0.54% of the portfolio, ranked #50.

WCG Wealth Advisors first reported a position in XLRE in Q3 2022 and has held it in 15 quarters since. The position peaked at $47M in Q2 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

WCG Wealth Advisors held 475,451 shares of State Street Real Estate Select Sector SPDR ETF worth $19.4M as of Q1 2026.
WCG Wealth Advisors bought 14,578 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $611K.
State Street Real Estate Select Sector SPDR ETF made up 0.54% of WCG Wealth Advisors's portfolio in Q1 2026, its #50 holding.
WCG Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
WCG Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $47M in Q2 2023.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.