Wealthspire Advisors (New York)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-8,183	Closed	-$330K	–	1112
2025 Q4	$330K	Sell	8,183 -7,027	-46%	-$289K	﹤0.01%	765
2025 Q3	$641K	Buy	15,210 +68	+0.4%	+$2.85K	﹤0.01%	483
2025 Q2	$627K	Sell	15,142 -2,595	-15%	-$107K	﹤0.01%	482
2025 Q1	$742K	Sell	17,737 -12,837	-42%	-$535K	﹤0.01%	443
2024 Q4	$1.24M	Sell	30,574 -4,773	-14%	-$207K	0.01%	329
2024 Q3	$1.58M	Sell	35,347 -10,869	-24%	-$458K	0.02%	287
2024 Q2	$1.78M	Sell	46,216 -55,279	-54%	-$2.08M	0.02%	223
2024 Q1	$4.01M	Sell	101,495 -21,867	-18%	-$850K	0.05%	127
2023 Q4	$4.94M	Buy	+123,362	New	+$4.43M	0.07%	113
2020 Q4	–	Sell	-6,112	Closed	-$216K	–	597
2020 Q3	$216K	Buy	+6,112	New	+$218K	0.01%	288
2019 Q1	–	Sell	-85	Closed	-$3K	–	816
2018 Q4	$3K	Buy	+85	New	+$2.75K	﹤0.01%	728

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

Wealthspire Advisors (New York)'s XLRE Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 8,183 shares — an estimated $330K sold.

Wealthspire Advisors (New York) first reported a position in XLRE in Q4 2018 and held it in 11 quarters. The position peaked at $4.94M in Q4 2023. 752 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 8,183 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $330K.
Wealthspire Advisors (New York) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s State Street Real Estate Select Sector SPDR ETF position peaked at $4.94M in Q4 2023.
752 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.