Ally Invest Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ally Invest Advisors’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	$271K	Buy	6,649 +17	+0.3%	+$712	0.02%	71
2025 Q4	$268K	Buy	6,632 +130	+2%	+$5.35K	0.02%	73
2025 Q3	$274K	Buy	6,502 +345	+6%	+$14.4K	0.02%	70
2025 Q2	$255K	Buy	6,157 +208	+3%	+$8.54K	0.02%	68
2025 Q1	$249K	Sell	5,949 -65	-1%	-$2.71K	0.02%	63
2024 Q4	$245K	Buy	6,014 +549	+10%	+$23.8K	0.02%	64
2024 Q3	$244K	Buy	5,465 +93	+2%	+$3.92K	0.02%	65
2024 Q2	$206K	Buy	+5,372	New	+$202K	0.02%	64

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

Ally Invest Advisors's XLRE Position: Q1 2026 in Review

Ally Invest Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.26% in Q1 2026, buying an estimated $712 and bringing the position to 6,649 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #71.

Ally Invest Advisors first reported a position in XLRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $274K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Ally Invest Advisors held 6,649 shares of State Street Real Estate Select Sector SPDR ETF worth $271K as of Q1 2026.
Ally Invest Advisors bought 17 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $712.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #71 holding.
Ally Invest Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Ally Invest Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $274K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.