AA
XLRE icon

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

Advisory Alpha’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 		$37.5M Sell
917,501
-139,227
-13% -$5.84M 1.02% 26
2025
Q4 		$42.6M Buy
1,056,728
+31,364
+3% +$1.29M 1.16% 21
2025
Q3 		$43M Buy
1,025,364
+61,399
+6% +$2.57M 1.2% 19
2025
Q2 		$39.9M Sell
963,965
-7,456
-0.8% -$306K 1.24% 18
2025
Q1 		$40.5M Buy
971,421
+183,147
+23% +$7.63M 1.38% 17
2024
Q4 		$32.1M Sell
788,274
-18,405
-2% -$796K 1.14% 23
2024
Q3 		$36M Buy
806,679
+73,390
+10% +$3.09M 1.28% 23
2024
Q2 		$28.2M Sell
733,289
-66,969
-8% -$2.52M 1.11% 23
2024
Q1 		$31.6M Buy
800,258
+608,942
+318% +$23.7M 1.3% 21
2023
Q4 		$7.66M Buy
+191,316
New +$6.87M 0.35% 44

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return