Balyasny Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Balyasny Asset Management’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	–	Sell	-175,000	Closed	-$7.06M	–	3626
2025 Q4	$7.06M	Hold	175,000	–	–	0.01%	1211
2025 Q3	$7.37M	Hold	175,000	–	–	0.01%	1199
2025 Q2	$7.25M	Sell	175,000 -100,000	-36%	-$4.11M	0.01%	1111
2025 Q1	$11.5M	Hold	275,000	–	–	0.02%	839
2024 Q4	$11.2M	Hold	275,000	–	–	0.02%	911
2024 Q3	$12.3M	Buy	275,000 +175,000	+175%	+$7.37M	0.02%	848
2024 Q2	$3.84M	Sell	100,000 -35,000	-26%	-$1.32M	0.01%	1290
2024 Q1	$5.34M	Buy	+135,000	New	+$5.25M	0.01%	1192
2023 Q2	–	Sell	-150,000	Closed	-$5.61M	–	2866
2023 Q1	$5.61M	Buy	+150,000	New	+$5.76M	0.01%	1030
2022 Q2	–	Sell	-26,800	Closed	-$1.29M	–	3249
2022 Q1	$1.29M	Hold	26,800	–	–	﹤0.01%	1557
2021 Q4	$1.39M	Buy	+26,800	New	+$1.29M	﹤0.01%	1363
2021 Q1	–	Sell	-150,000	Closed	-$5.48M	–	2122
2020 Q4	$5.48M	Buy	+150,000	New	+$5.44M	0.03%	613

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

Balyasny Asset Management's XLRE Position: Q1 2026 in Review

Balyasny Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 15,299 shares — an estimated $617K sold.

Balyasny Asset Management first reported a position in XLRE in Q4 2017 and held it in 13 quarters. The position peaked at $10M in Q4 2018. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Balyasny Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 15,299 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $617K.
Balyasny Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 13 quarters.
Balyasny Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $10M in Q4 2018.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.