Weinberger Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Weinberger Asset Management’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	$709K	Buy	17,364 +178	+1%	+$7.46K	0.27%	51
2025 Q4	$693K	Sell	17,186 -470	-3%	-$19.3K	0.25%	53
2025 Q3	$744K	Buy	17,656 +1,398	+9%	+$58.5K	0.27%	49
2025 Q2	$673K	Buy	16,258 +673	+4%	+$27.6K	0.26%	52
2025 Q1	$652K	Sell	15,585 -71	-0.5%	-$2.96K	0.28%	50
2024 Q4	$637K	Buy	15,656 +501	+3%	+$21.7K	0.27%	54
2024 Q3	$677K	Buy	15,155 +1,134	+8%	+$47.8K	0.29%	49
2024 Q2	$539K	Buy	14,021 +1,357	+11%	+$51.1K	0.25%	52
2024 Q1	$501K	Buy	12,664 +112	+0.9%	+$4.36K	0.24%	54
2023 Q4	$503K	Sell	12,552 -13,213	-51%	-$474K	0.26%	55
2023 Q3	$878K	Sell	25,765 -846	-3%	-$31.3K	0.5%	39
2023 Q2	$1M	Sell	26,611 -921	-3%	-$34K	0.55%	35
2023 Q1	$1.03M	Sell	27,532 -1,874	-6%	-$72K	0.6%	34
2022 Q4	$1.09M	Sell	29,406 -6,568	-18%	-$242K	0.67%	33
2022 Q3	$1.3M	Buy	35,974 +1,998	+6%	+$83.7K	0.9%	25
2022 Q2	$1.39M	Buy	33,976 +11,944	+54%	+$533K	0.92%	25
2022 Q1	$1.06M	Buy	22,032 +6,086	+38%	+$285K	0.91%	23
2021 Q4	$826K	Buy	+15,946	New	+$767K	0.68%	24

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

Weinberger Asset Management's XLRE Position: Q1 2026 in Review

Weinberger Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1% in Q1 2026, buying an estimated $7.46K and bringing the position to 17,364 shares worth $709K. The position accounts for 0.27% of the portfolio, ranked #51.

Weinberger Asset Management first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Weinberger Asset Management held 17,364 shares of State Street Real Estate Select Sector SPDR ETF worth $709K as of Q1 2026.
Weinberger Asset Management bought 178 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $7.46K.
State Street Real Estate Select Sector SPDR ETF made up 0.27% of Weinberger Asset Management's portfolio in Q1 2026, its #51 holding.
Weinberger Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Weinberger Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.39M in Q2 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.