Analyst IMS Investment Management Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Analyst IMS Investment Management 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 Q1	$306K	Hold	7,485	–	–	0.01%	130
2025 Q4	$302K	Hold	7,485	–	–	0.01%	115
2025 Q3	$315K	Sell	7,485 -1,094	-13%	-$45.8K	0.01%	113
2025 Q2	$355K	Hold	8,579	–	–	0.01%	118
2025 Q1	$359K	Hold	8,579	–	–	0.01%	119
2024 Q4	$349K	Hold	8,579	–	–	0.01%	115
2024 Q3	$383K	Hold	8,579	–	–	0.01%	117
2024 Q2	$330K	Buy	+8,579	New	+$323K	0.01%	112
2018 Q4	–	Sell	-578	Closed	-$19	–	170
2018 Q3	$19	Buy	+578	New	+$19.2K	﹤0.01%	143

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

Analyst IMS Investment Management Services's XLRE Position: Q1 2026 in Review

Analyst IMS Investment Management Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 7,485 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #130.

Analyst IMS Investment Management Services first reported a position in XLRE in Q3 2018 and has held it in 9 quarters since. The position peaked at $383K in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Analyst IMS Investment Management Services held 7,485 shares of State Street Real Estate Select Sector SPDR ETF worth $306K as of Q1 2026.
Analyst IMS Investment Management Services left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #130 holding.
Analyst IMS Investment Management Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and has held it in 9 quarters since.
Analyst IMS Investment Management Services's State Street Real Estate Select Sector SPDR ETF position peaked at $383K in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.