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

Wealth Advisors of Tampa Bay’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	$892K	Sell	21,838 -365	-2%	-$15.3K	0.29%	66
2025 Q4	$896K	Sell	22,203 -2,575	-10%	-$106K	0.31%	65
2025 Q3	$1.04M	Hold	24,778	–	–	0.35%	61
2025 Q2	$1.03M	Buy	24,778 +500	+2%	+$20.5K	0.39%	63
2025 Q1	$1.02M	Sell	24,278 -505	-2%	-$21K	0.41%	61
2024 Q4	$1.01M	Sell	24,783 -630	-2%	-$27.3K	0.43%	59
2024 Q3	$1.14M	Sell	25,413 -325	-1%	-$13.7K	0.47%	61
2024 Q2	$989K	Sell	25,738 -51,593	-67%	-$1.94M	0.46%	60
2024 Q1	$3.06M	Buy	77,331 +285	+0.4%	+$11.1K	1.45%	31
2023 Q4	$3.09M	Sell	77,046 -85,282	-53%	-$3.06M	1.55%	29
2023 Q3	$5.53M	Buy	162,328 +81,934	+102%	+$3.03M	1.52%	30
2023 Q2	$3.03M	Sell	80,394 -270	-0.3%	-$9.96K	1.66%	27
2023 Q1	$3.02M	Buy	80,664 +389	+0.5%	+$14.9K	1.73%	28
2022 Q4	$2.96M	Buy	80,275 +3,940	+5%	+$145K	1.84%	25
2022 Q3	$2.75M	Sell	76,335 -75,775	-50%	-$3.17M	1.88%	21
2022 Q2	$6.21M	Buy	152,110 +4,780	+3%	+$213K	1.92%	23
2022 Q1	$7.12M	Buy	147,330 +2,960	+2%	+$139K	1.93%	19
2021 Q4	$7.48M	Buy	144,370 +74,260	+106%	+$3.57M	1.83%	17
2021 Q3	$3.12M	Buy	70,110 +1,550	+2%	+$72K	1.72%	23
2021 Q2	$3.04M	Buy	68,560 +15,165	+28%	+$650K	1.69%	24
2021 Q1	$2.11M	Buy	+53,395	New	+$2.01M	1.25%	40

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 $445B AUM 25.58% 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 $7.59B AUM 23.38% 1-Year Est. Return

Wealth Advisors of Tampa Bay's XLRE Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q1 2026, selling an estimated $15.3K and leaving 21,838 shares worth $892K. The position accounts for 0.29% of the portfolio, ranked #66.

Wealth Advisors of Tampa Bay first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.48M in Q4 2021. 752 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Wealth Advisors of Tampa Bay held 21,838 shares of State Street Real Estate Select Sector SPDR ETF worth $892K as of Q1 2026.
Wealth Advisors of Tampa Bay sold 365 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $15.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.29% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #66 holding.
Wealth Advisors of Tampa Bay first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Wealth Advisors of Tampa Bay's State Street Real Estate Select Sector SPDR ETF position peaked at $7.48M in Q4 2021.
752 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.