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

Ameritas Advisory Services’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 Q2	$18.5M	Buy	419,820 +126,941	+43%	+$5.58M	0.37%	65
2026 Q1	$12M	Sell	292,879 -2,168	-0.7%	-$90.9K	0.46%	53
2025 Q4	$11.9M	Buy	295,047 +292,796	+13,007%	+$12M	0.44%	52
2025 Q3	$94.8K	Sell	2,251 -331,290	-99%	-$13.9M	0.01%	859
2025 Q2	$13.8M	Sell	333,541 -16,670	-5%	-$685K	0.72%	22
2025 Q1	$14.7M	Buy	350,211 +15,016	+4%	+$625K	0.59%	37
2024 Q4	$13.6M	Sell	335,195 -24,498	-7%	-$1.06M	0.47%	44
2024 Q3	$16.1M	Buy	359,693 +17,717	+5%	+$747K	0.69%	30
2024 Q2	$13.1M	Buy	341,976 +16,670	+5%	+$628K	0.5%	44
2024 Q1	$12.9M	Buy	325,306 +17,536	+6%	+$682K	0.53%	39
2023 Q4	$12.3M	Sell	307,770 -18,323	-6%	-$658K	0.68%	38
2023 Q3	$11.1M	Buy	+326,093	New	+$12.1M	0.55%	39
2023 Q2	–	Sell	-286,547	Closed	-$10.6M	–	2553
2023 Q1	$10.6M	Buy	286,547 +36,160	+14%	+$1.39M	0.53%	39
2022 Q4	$9.25M	Buy	250,387 +24,201	+11%	+$893K	0.43%	48
2022 Q3	$8.14M	Buy	226,186 +8,967	+4%	+$376K	0.49%	43
2022 Q2	$8.88M	Buy	217,219 +42,356	+24%	+$1.89M	0.51%	39
2022 Q1	$8.45M	Buy	174,863 +35,384	+25%	+$1.66M	0.31%	60
2021 Q4	$7.23M	Buy	+139,479	New	+$6.71M	0.26%	69

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameritas Advisory Services's XLRE Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 43% in Q2 2026, buying an estimated $5.58M and bringing the position to 419,820 shares worth $18.5M. The position accounts for 0.37% of the portfolio, ranked #65.

Ameritas Advisory Services first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Ameritas Advisory Services held 419,820 shares of State Street Real Estate Select Sector SPDR ETF worth $18.5M as of Q2 2026.
Ameritas Advisory Services bought 126,941 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.58M.
State Street Real Estate Select Sector SPDR ETF made up 0.37% of Ameritas Advisory Services's portfolio in Q2 2026, its #65 holding.
Ameritas Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.