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

Advisory Services Network’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	$1.22M	Buy	29,887 +2,364	+9%	+$99.1K	0.02%	832
2025 Q4	$1.11M	Buy	27,523 +685	+3%	+$28.2K	0.02%	838
2025 Q3	$1.13M	Buy	26,838 +10,745	+67%	+$449K	0.02%	809
2025 Q2	$666K	Sell	16,093 -36,846	-70%	-$1.51M	0.01%	1031
2025 Q1	$2.22M	Buy	52,939 +11,032	+26%	+$460K	0.04%	468
2024 Q4	$1.7M	Sell	41,907 -3,071	-7%	-$133K	0.03%	546
2024 Q3	$1.73M	Hold	44,978	–	–	0.04%	517
2024 Q2	$1.73M	Buy	44,978 +2,366	+6%	+$89.1K	0.04%	517
2024 Q1	$1.68M	Buy	42,612 +36,046	+549%	+$1.4M	0.04%	507
2023 Q4	$263K	Sell	6,566 -135	-2%	-$4.85K	0.01%	1146
2023 Q3	$228K	Sell	6,701 -9,039	-57%	-$334K	0.01%	1261
2023 Q2	$593K	Sell	15,740 -930	-6%	-$34.3K	0.02%	838
2023 Q1	$623K	Sell	16,670 -13,230	-44%	-$508K	0.02%	806
2022 Q4	$1.1M	Buy	29,900 +7,960	+36%	+$294K	0.03%	566
2022 Q3	$790K	Buy	21,940 +11,349	+107%	+$475K	0.03%	621
2022 Q2	$433K	Sell	10,591 -24,503	-70%	-$1.09M	0.01%	903
2022 Q1	$1.7M	Sell	35,094 -32,011	-48%	-$1.5M	0.05%	447
2021 Q4	$3.48M	Buy	67,105 +4,535	+7%	+$218K	0.1%	249
2021 Q3	$2.78M	Sell	62,570 -18,314	-23%	-$851K	0.09%	288
2021 Q2	$3.58M	Buy	80,884 +73,256	+960%	+$3.14M	0.11%	235
2021 Q1	$301K	Sell	7,628 -5,301	-41%	-$199K	0.01%	1024
2020 Q4	$473K	Sell	12,929 -7,477	-37%	-$271K	0.02%	759
2020 Q3	$720K	Sell	20,406 -730	-3%	-$26K	0.03%	511
2020 Q2	$736K	Buy	21,136 +9,420	+80%	+$318K	0.04%	471
2020 Q1	$363K	Sell	11,716 -1,240	-10%	-$46.3K	0.02%	616
2019 Q4	$501K	Buy	12,956 +4,275	+49%	+$165K	0.03%	623
2019 Q3	$319K	Hold	8,681	–	–	0.02%	677
2019 Q2	$319K	Buy	8,681 +4,902	+130%	+$179K	0.02%	675
2019 Q1	$137K	Sell	3,779 -539	-12%	-$18.4K	0.01%	888
2018 Q4	$134K	Sell	4,318 -287	-6%	-$9.3K	0.01%	811
2018 Q3	$150K	Sell	4,605 -68	-1%	-$2.26K	0.01%	840
2018 Q2	$153K	Sell	4,673 -669	-13%	-$20.9K	0.01%	810
2018 Q1	$166K	Sell	5,342 -2,894	-35%	-$89.8K	0.01%	842
2017 Q4	$271K	Sell	8,236 -28	-0.3%	-$924	0.02%	673
2017 Q3	$266K	Buy	8,264 +1,397	+20%	+$45.4K	0.03%	564
2017 Q2	$221K	Buy	6,867 +2,525	+58%	+$80.9K	0.03%	600
2017 Q1	$137K	Buy	+4,342	New	+$135K	0.02%	720
2016 Q3	$104K	Buy	+3,166	New	+$106K	0.02%	683

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

Advisory Services Network's XLRE Position: Q1 2026 in Review

Advisory Services Network increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.6% in Q1 2026, buying an estimated $99.1K and bringing the position to 29,887 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #832.

Advisory Services Network first reported a position in XLRE in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.58M in Q2 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Advisory Services Network held 29,887 shares of State Street Real Estate Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Advisory Services Network bought 2,364 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $99.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #832 holding.
Advisory Services Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 38 quarters since.
Advisory Services Network's State Street Real Estate Select Sector SPDR ETF position peaked at $3.58M in Q2 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.