Baird Financial Group
XLRE icon

Baird Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Baird Financial Group’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 		$56.4M Sell
1,282,055
-6,166
-0.5% -$271K 0.08% 168
2026
Q1 		$52.6M Sell
1,288,221
-6,582
-0.5% -$276K 0.08% 166
2025
Q4 		$52.2M Sell
1,294,803
-10,506
-0.8% -$432K 0.08% 171
2025
Q3 		$55M Buy
1,305,309
+25,361
+2% +$1.06M 0.09% 167
2025
Q2 		$53M Buy
1,279,948
+18,875
+1% +$775K 0.09% 181
2025
Q1 		$52.8M Buy
1,261,073
+11,762
+0.9% +$490K 0.1% 164
2024
Q4 		$50.8M Buy
1,249,311
+3,421
+0.3% +$148K 0.1% 196
2024
Q3 		$55.7M Buy
1,245,890
+211,134
+20% +$8.9M 0.11% 190
2024
Q2 		$39.7M Buy
1,034,756
+28,374
+3% +$1.07M 0.08% 229
2024
Q1 		$39.8M Buy
1,006,382
+34,142
+4% +$1.33M 0.08% 225
2023
Q4 		$38.9M Buy
972,240
+878,229
+934% +$31.5M 0.09% 222
2023
Q3 		$3.2M Buy
94,011
+1,067
+1% +$39.5K 0.01% 754
2023
Q2 		$3.5M Sell
92,944
-891,768
-91% -$32.9M 0.01% 740
2023
Q1 		$36.8M Buy
984,712
+56,089
+6% +$2.15M 0.09% 217
2022
Q4 		$34.3M Sell
928,623
-23,413
-2% -$864K 0.09% 219
2022
Q3 		$34.3M Sell
952,036
-63,296
-6% -$2.65M 0.1% 211
2022
Q2 		$41.5M Buy
1,015,332
+897,980
+765% +$40M 0.12% 196
2022
Q1 		$5.67M Buy
117,352
+4,348
+4% +$204K 0.01% 579
2021
Q4 		$5.86M Buy
113,004
+8,290
+8% +$399K 0.01% 579
2021
Q3 		$4.66M Sell
104,714
-2,044
-2% -$95K 0.01% 626
2021
Q2 		$4.73M Sell
106,758
-534
-0.5% -$22.9K 0.01% 609
2021
Q1 		$4.24M Buy
107,292
+2,458
+2% +$92.4K 0.01% 628
2020
Q4 		$3.83M Sell
104,834
-4,029
-4% -$146K 0.01% 619
2020
Q3 		$3.84M Sell
108,863
-6,733
-6% -$240K 0.01% 555
2020
Q2 		$4.02M Sell
115,596
-30,636
-21% -$1.04M 0.02% 531
2020
Q1 		$4.53M Buy
146,232
+9,067
+7% +$339K 0.02% 463
2019
Q4 		$5.3M Sell
137,165
-33,225
-19% -$1.29M 0.02% 514
2019
Q3 		$6.7M Buy
170,390
+67,947
+66% +$2.61M 0.03% 439
2019
Q2 		$3.77M Buy
102,443
+48,234
+89% +$1.76M 0.01% 597
2019
Q1 		$1.96M Buy
+54,209
New +$1.85M 0.01% 673
2018
Q1 		– Sell
-32,667
Closed -$1.08M – 1318
2017
Q4 		$1.08M Sell
32,667
-1,357
-4% -$44.8K 0.01% 796
2017
Q3 		$1.1M Sell
34,024
-506
-1% -$16.4K 0.01% 769
2017
Q2 		$1.11M Sell
34,530
-766
-2% -$24.5K 0.01% 757
2017
Q1 		$1.11M Sell
35,296
-5,169
-13% -$161K 0.01% 758
2016
Q4 		$1.24M Sell
40,465
-16,813
-29% -$515K 0.01% 694
2016
Q3 		$1.88M Buy
+57,278
New +$1.92M 0.02% 575

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group's XLRE Position: Q2 2026 in Review

Baird Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.48% in Q2 2026, selling an estimated $271K and leaving 1,282,055 shares worth $56.4M. The position accounts for 0.08% of the portfolio, ranked #168.

Baird Financial Group first reported a position in XLRE in Q3 2016 and has held it in 36 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Baird Financial Group held 1,282,055 shares of State Street Real Estate Select Sector SPDR ETF worth $56.4M as of Q2 2026.
  • Baird Financial Group sold 6,166 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $271K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.08% of Baird Financial Group's portfolio in Q2 2026, its #168 holding.
  • Baird Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 36 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.