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

WestEnd 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	$1.8K	Hold	44	–	–	﹤0.01%	166
2025 Q4	$1.77K	Hold	44	–	–	﹤0.01%	172
2025 Q3	$1.85K	Buy	44 +3	+7%	+$125	﹤0.01%	164
2025 Q2	$1.7K	Hold	41	–	–	﹤0.01%	161
2025 Q1	$1.72K	Sell	41 -3,154	-99%	-$131K	﹤0.01%	160
2024 Q4	$130K	Sell	3,195 -1,081,244	-100%	-$46.8M	﹤0.01%	52
2024 Q3	$48.4M	Buy	+1,084,439	New	+$45.7M	1.19%	19

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

WestEnd Advisors's XLRE Position: Q1 2026 in Review

WestEnd Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 44 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

WestEnd Advisors first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.4M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

WestEnd Advisors held 44 shares of State Street Real Estate Select Sector SPDR ETF worth $1.8K as of Q1 2026.
WestEnd Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #166 holding.
WestEnd Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
WestEnd Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $48.4M in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.