Capstone Investment Advisors
XLRE icon

Capstone Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Capstone Investment 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 		$911K Buy
22,315
+15,464
+226% +$648K ﹤0.01% 894
2025
Q4 		$276K Buy
+6,851
New +$282K ﹤0.01% 1393
2025
Q3 		– Sell
-10,033
Closed -$416K – 2106
2025
Q2 		$416K Sell
10,033
-3,625
-27% -$149K ﹤0.01% 1227
2025
Q1 		$572K Sell
13,658
-1,806
-12% -$75.2K ﹤0.01% 1044
2024
Q4 		$629K Buy
+15,464
New +$669K ﹤0.01% 1233

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

Capstone Investment Advisors's XLRE Position: Q1 2026 in Review

Capstone Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 226% in Q1 2026, buying an estimated $648K and bringing the position to 22,315 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Capstone Investment Advisors first reported a position in XLRE in Q4 2024 and has held it in 5 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Capstone Investment Advisors held 22,315 shares of State Street Real Estate Select Sector SPDR ETF worth $911K as of Q1 2026.
  • Capstone Investment Advisors bought 15,464 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $648K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #894 holding.
  • Capstone Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.