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Wilkerson Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wilkerson Advisory Group’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
-139
Closed -$5.61K – 648
2025
Q4 		$5.61K Buy
+139
New +$5.72K ﹤0.01% 423

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
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

Wilkerson Advisory Group's XLRE Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 139 shares — an estimated $5.61K sold.

Wilkerson Advisory Group first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $5.61K in Q4 2025. 759 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 139 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $5.61K.
  • Wilkerson Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $5.61K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.