Western Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Western Wealth 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	$4.2M	Buy	102,797 +11,481	+13%	+$481K	0.16%	126
2025 Q4	$3.68M	Sell	91,316 -34,478	-27%	-$1.42M	0.17%	107
2025 Q3	$5.3M	Buy	125,794 +69,679	+124%	+$2.91M	0.28%	67
2025 Q2	$2.32M	Buy	56,115 +4,938	+10%	+$203K	0.14%	146
2025 Q1	$2.14M	Sell	51,177 -7,928	-13%	-$330K	0.14%	147
2024 Q4	$2.4M	Sell	59,105 -39,235	-40%	-$1.7M	0.16%	128
2024 Q3	$4.39M	Sell	98,340 -4,264	-4%	-$180K	0.25%	83
2024 Q2	$3.94M	Buy	102,604 +3,567	+4%	+$134K	0.29%	68
2024 Q1	$3.91M	Sell	99,037 -9,289	-9%	-$361K	0.3%	69
2023 Q4	$4.34M	Buy	108,326 +11,752	+12%	+$422K	0.31%	69
2023 Q3	$3.29M	Buy	96,574 +4,585	+5%	+$170K	0.28%	75
2023 Q2	$3.47M	Buy	91,989 +2,169	+2%	+$80K	0.3%	72
2023 Q1	$3.36M	Buy	89,820 +684	+0.8%	+$26.3K	0.31%	72
2022 Q4	$3.29M	Sell	89,136 -209,047	-70%	-$7.72M	0.34%	64
2022 Q3	$10.7M	Buy	298,183 +53,898	+22%	+$2.26M	0.61%	30
2022 Q2	$9.97M	Buy	244,285 +58,838	+32%	+$2.62M	0.57%	30
2022 Q1	$8.96M	Buy	185,447 +149,867	+421%	+$7.02M	0.43%	43
2021 Q4	$1.85M	Buy	+35,580	New	+$1.71M	0.18%	126
2021 Q2	$759K	Buy	+17,146	New	+$735K	0.08%	264
2020 Q2	–	Sell	-7,897	Closed	-$243K	–	456
2020 Q1	$243K	Buy	+7,897	New	+$295K	0.06%	306

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

Western Wealth Management's XLRE Position: Q1 2026 in Review

Western Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q1 2026, buying an estimated $481K and bringing the position to 102,797 shares worth $4.2M. The position accounts for 0.16% of the portfolio, ranked #126.

Western Wealth Management first reported a position in XLRE in Q1 2020 and has held it in 20 quarters since. The position peaked at $10.7M in Q3 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Western Wealth Management held 102,797 shares of State Street Real Estate Select Sector SPDR ETF worth $4.2M as of Q1 2026.
Western Wealth Management bought 11,481 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $481K.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of Western Wealth Management's portfolio in Q1 2026, its #126 holding.
Western Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
Western Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $10.7M in Q3 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.