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

Bank of Montreal’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	$2.61M	Buy	63,936 +8,930	+16%	+$374K	﹤0.01%	1559
2025 Q4	$2.22M	Sell	55,006 -1,763	-3%	-$72.6K	﹤0.01%	1608
2025 Q3	$2.39M	Buy	56,769 +1,653	+3%	+$69.1K	﹤0.01%	1574
2025 Q2	$2.28M	Buy	55,116 +37	+0.1%	+$1.52K	﹤0.01%	1520
2025 Q1	$2.31M	Buy	55,079 +49,291	+852%	+$2.05M	﹤0.01%	1450
2024 Q4	$235K	Sell	5,788 -24,788	-81%	-$1.07M	﹤0.01%	2681
2024 Q3	$1.35M	Buy	30,576 +10,323	+51%	+$435K	﹤0.01%	1879
2024 Q2	$779K	Buy	20,253 +8,771	+76%	+$330K	﹤0.01%	2159
2024 Q1	$454K	Sell	11,482 -17,016	-60%	-$662K	﹤0.01%	2499
2023 Q4	$1.15M	Sell	28,498 -39,868	-58%	-$1.43M	﹤0.01%	1964
2023 Q3	$2.52M	Buy	68,366 +56,667	+484%	+$2.1M	﹤0.01%	1588
2023 Q2	$442K	Sell	11,699 -106,563	-90%	-$3.93M	﹤0.01%	2673
2023 Q1	$4.42M	Buy	118,262 +90,270	+322%	+$3.47M	﹤0.01%	1284
2022 Q4	$1.03M	Sell	27,992 -9,482	-25%	-$350K	﹤0.01%	2160
2022 Q3	$1.51K	Buy	37,474 +11,206	+43%	+$469K	﹤0.01%	1975
2022 Q2	$1.1K	Sell	26,268 -1,000,564	-97%	-$44.6M	﹤0.01%	2242
2022 Q1	$50.2M	Buy	1,026,832 +957,319	+1,377%	+$44.9M	0.02%	467
2021 Q4	$3.59M	Sell	69,513 -39,870	-36%	-$1.92M	﹤0.01%	1348
2021 Q3	$5.01M	Sell	109,383 -597	-0.5%	-$27.7K	﹤0.01%	1628
2021 Q2	$4.92M	Buy	109,980 +83,574	+316%	+$3.58M	﹤0.01%	1621
2021 Q1	$1.06M	Sell	26,406 -19	-0.1%	-$714	﹤0.01%	2146
2020 Q4	$926K	Sell	26,425 -138	-0.5%	-$5.01K	﹤0.01%	2301
2020 Q3	$964K	Buy	26,563 +381	+1%	+$13.6K	﹤0.01%	2008
2020 Q2	$915K	Sell	26,182 -701	-3%	-$23.7K	﹤0.01%	1973
2020 Q1	$795K	Buy	26,883 +13,739	+105%	+$513K	﹤0.01%	1791
2019 Q4	$508K	Buy	13,144 +10,074	+328%	+$390K	﹤0.01%	2665
2019 Q3	$120K	Sell	3,070 -477	-13%	-$18.3K	﹤0.01%	3202
2019 Q2	$130K	Buy	3,547 +87	+3%	+$3.18K	﹤0.01%	3185
2019 Q1	$126K	Sell	3,460 -808	-19%	-$27.6K	﹤0.01%	2960
2018 Q4	$132K	Buy	4,268 +90	+2%	+$2.92K	﹤0.01%	2801
2018 Q3	$136K	Buy	4,178 +165	+4%	+$5.47K	﹤0.01%	2963
2018 Q2	$131K	Sell	4,013 -883	-18%	-$27.6K	﹤0.01%	2994
2018 Q1	$152K	Sell	4,896 -465	-9%	-$14.4K	﹤0.01%	2762
2017 Q4	$176K	Buy	5,361 +279	+5%	+$9.21K	﹤0.01%	2736
2017 Q3	$164K	Sell	5,082 -3,884	-43%	-$126K	﹤0.01%	2743
2017 Q2	$289K	Sell	8,966 -2,267	-20%	-$72.6K	﹤0.01%	2483
2017 Q1	$355K	Sell	11,233 -7,350	-40%	-$229K	﹤0.01%	2232
2016 Q4	$558K	Sell	18,583 -34,487	-65%	-$1.06M	﹤0.01%	2088
2016 Q3	$1.74M	Buy	+53,070	New	+$1.78M	﹤0.01%	1572

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

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

Bank of Montreal increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 16% in Q1 2026, buying an estimated $374K and bringing the position to 63,936 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Bank of Montreal first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $50.2M in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Bank of Montreal held 63,936 shares of State Street Real Estate Select Sector SPDR ETF worth $2.61M as of Q1 2026.
Bank of Montreal bought 8,930 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $374K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1559 holding.
Bank of Montreal first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
Bank of Montreal's State Street Real Estate Select Sector SPDR ETF position peaked at $50.2M in Q1 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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