WESPAC Advisors SoCal’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WESPAC Advisors SoCal’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	-21,787	Closed	-$879K	–	130
2025 Q4	$879K	Buy	21,787 +299	+1%	+$12.3K	0.18%	81
2025 Q3	$905K	Sell	21,488 -304	-1%	-$12.7K	0.18%	79
2025 Q2	$903K	Sell	21,792 -525	-2%	-$21.6K	0.2%	75
2025 Q1	$934K	Sell	22,317 -501	-2%	-$20.9K	0.24%	64
2024 Q4	$928K	Sell	22,818 -10,600	-32%	-$459K	0.21%	69
2024 Q3	$1.49M	Buy	33,418 +14,813	+80%	+$624K	0.35%	57
2024 Q2	$715K	Buy	18,605 +7,862	+73%	+$296K	0.18%	61
2024 Q1	$425K	Buy	10,743 +1,494	+16%	+$58.1K	0.11%	73
2023 Q4	$371K	Buy	+9,249	New	+$332K	0.11%	76
2019 Q2	–	Sell	-41	Closed	-$1K	–	325
2019 Q1	$1K	Buy	+41	New	+$1.4K	﹤0.01%	328
2018 Q4	–	Hold	0	–	–	–	328
2018 Q3	–	Hold	0	–	–	–	301
2018 Q2	–	Sell	-41	Closed	-$1K	–	260
2018 Q1	$1K	Hold	41	–	–	﹤0.01%	263
2017 Q4	$1K	Hold	41	–	–	﹤0.01%	248
2017 Q3	$1K	Hold	41	–	–	﹤0.01%	261
2017 Q2	$1K	Hold	41	–	–	﹤0.01%	237
2017 Q1	$1.29K	Hold	41	–	–	﹤0.01%	236
2016 Q4	$1.26K	Hold	41	–	–	﹤0.01%	242
2016 Q3	$1.34K	Buy	+41	New	+$1.38K	﹤0.01%	263

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

WESPAC Advisors SoCal's XLRE Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 21,787 shares — an estimated $879K sold.

WESPAC Advisors SoCal first reported a position in XLRE in Q3 2016 and held it in 17 quarters. The position peaked at $1.49M in Q3 2024. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

WESPAC Advisors SoCal reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 21,787 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $879K.
WESPAC Advisors SoCal first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 17 quarters.
WESPAC Advisors SoCal's State Street Real Estate Select Sector SPDR ETF position peaked at $1.49M in Q3 2024.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.