Blue Chip Partners, LLC XLRE — SELECT SECTOR SPDR TR

Ownership history in Blue Chip Partners, LLC  ·  22 quarters on record

AI Ownership Summary

Blue Chip Partners, LLC reported SELECT SECTOR SPDR TR (XLRE) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.47% in 2025 Q4. The latest visible filing shows XLRE at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Chip Partners, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLRE was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLRE stock page Blue Chip Partners, LLC fund profile Blue Chip Partners, LLC full holdings
How Blue Chip Partners, LLC held XLRE — position size vs. price
% of Fund (quarterly)    XLRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 160,570 +154,383 +2495.3% 0.47% $6.5M 2026-02-14 (Est.) $43.21
2025 Q3 ADDED — — — 6,187 +8 +0.1% 0.02% $261K 2025-11-17 $39.97
2025 Q2 REDUCED — — — 6,179 -296 -4.6% 0.02% $256K 2025-08-15 $40.30
2025 Q1 REDUCED 85.9% -0.1% ✅ 6,475 -39,358 -85.9% 0.02% $271K 2025-05-15 $40.10
2024 Q4 ADDED — — — 45,833 +27,402 +148.7% 0.16% $1.9M 2025-01-31 $39.77
2024 Q3 ADDED — — — 18,431 +111 +0.6% 0.07% $823K 2024-11-04 $41.06
2024 Q2 ADDED — — — 18,320 +2,549 +16.2% 0.07% $704K 2024-07-29 $38.67
2024 Q1 REDUCED 11.4% -2.8% ✅ 15,771 -2,029 -11.4% 0.06% $623K 2024-04-25 $34.02
2023 Q4 ADDED — — — 17,800 +180 +1.0% 0.07% $713K 2024-02-05 $34.83
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLRE

As of 2026 Q1 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 13.1% Reyes Financial Architecture, Inc. 6.15% American National Bank of Texas 4.99% SURIENCE PRIVATE WEALTH LLC 3Y 4.81% Moss Adams Wealth Advisors LLC 4.75% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 4.01% Cedar Point Capital Partners, LLC 3.77% Prentice Wealth Management LLC 3Y 3.51% LCW Services, LLC 3.06% J. Team Financial, Inc. 2.89%

FAQ About Blue Chip Partners, LLC and XLRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Chip Partners, LLC reported owning XLRE?

Blue Chip Partners, LLC reported XLRE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLRE position in Blue Chip Partners, LLC's portfolio?

The largest reported portfolio weight for XLRE was 0.47% in 2025 Q4.

What is the latest reported XLRE position on this page?

The most recent filing on this page is 2025 Q4, when Blue Chip Partners, LLC reported 160,570 shares, equal to 0.47% of portfolio, with an estimated market value of $6.5M.

What does the chart on this XLRE ownership page compare?

The chart compares Blue Chip Partners, LLC's quarterly XLRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Chip Partners, LLC time their XLRE position?

Based on 13F filing dates vs. subsequent XLRE price moves, Blue Chip Partners, LLC correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on XLRE relative to SPY over the holding period was -6.3%.

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