Bank of America’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bank of America’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
2022 Q3	–	Sell	-200	Closed	-$8K	–	8236
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	7475
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	7752
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	7700
2021 Q3	$9K	Sell	200 -2,000	-91%	-$92.9K	﹤0.01%	7603
2021 Q2	$98K	Buy	+2,200	New	+$94.3K	﹤0.01%	6534
2017 Q2	–	Sell	-468,200	Closed	-$14.8M	–	7205
2017 Q1	$14.8M	Buy	+468,200	New	+$14.6M	﹤0.01%	2040
2016 Q4	–	Sell	-2,473,600	Closed	-$81.1M	–	7352
2016 Q3	$81.1M	Buy	+2,473,600	New	+$83M	0.02%	728

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $7.59B AUM 23.38% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Bank of America's XLRE Position: Q1 2026 in Review

Bank of America reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 64% in Q1 2026, selling an estimated $531M and leaving 7,179,190 shares worth $293M. The position accounts for 0.02% of the portfolio, ranked #574.

Bank of America first reported a position in XLRE in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.17B in Q3 2019. 753 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Bank of America held 7,179,190 shares of State Street Real Estate Select Sector SPDR ETF worth $293M as of Q1 2026.
Bank of America sold 12,675,013 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $531M.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Bank of America's portfolio in Q1 2026, its #574 holding.
Bank of America first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
Bank of America's State Street Real Estate Select Sector SPDR ETF position peaked at $1.17B in Q3 2019.
753 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.