BBA
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BLB&B Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

BLB&B Advisors’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 		$272K Sell
6,668
-7,988
-55% -$335K 0.01% 236
2025
Q4 		$591K Buy
14,656
+5,230
+55% +$215K 0.02% 176
2025
Q3 		$397K Buy
9,426
+43
+0.5% +$1.8K 0.02% 201
2025
Q2 		$389K Sell
9,383
-18,293
-66% -$751K 0.02% 196
2025
Q1 		$1.16M Sell
27,676
-4,796
-15% -$200K 0.06% 122
2024
Q4 		$1.32M Buy
+32,472
New +$1.41M 0.07% 110

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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