Winthrop Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Winthrop Capital 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	$1.68M	Sell	41,062 -3,938	-9%	-$165K	0.43%	49
2025 Q4	$1.82M	Sell	45,000 -2,445	-5%	-$101K	0.42%	47
2025 Q3	$2M	Buy	47,445 +814	+2%	+$34.1K	0.48%	42
2025 Q2	$1.93M	Sell	46,631 -594	-1%	-$24.4K	0.49%	44
2025 Q1	$1.98M	Buy	47,225 +2,325	+5%	+$96.8K	0.54%	41
2024 Q4	$1.81M	Sell	44,900 -428	-0.9%	-$18.5K	0.48%	44
2024 Q3	$2.02M	Buy	45,328 +18,597	+70%	+$784K	0.96%	23
2024 Q2	$1.03M	Buy	26,731 +1,006	+4%	+$37.9K	0.51%	35
2024 Q1	$1.02M	Sell	25,725 -458	-2%	-$17.8K	0.47%	39
2023 Q4	$1.05M	Buy	+26,183	New	+$940K	0.34%	61

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

Winthrop Capital Management's XLRE Position: Q1 2026 in Review

Winthrop Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.8% in Q1 2026, selling an estimated $165K and leaving 41,062 shares worth $1.68M. The position accounts for 0.43% of the portfolio, ranked #49.

Winthrop Capital Management first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.02M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Winthrop Capital Management held 41,062 shares of State Street Real Estate Select Sector SPDR ETF worth $1.68M as of Q1 2026.
Winthrop Capital Management sold 3,938 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $165K.
State Street Real Estate Select Sector SPDR ETF made up 0.43% of Winthrop Capital Management's portfolio in Q1 2026, its #49 holding.
Winthrop Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.02M in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.