Cerity Partners
XLRE icon

Cerity Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cerity Partners’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
Q2 		$6.59M Sell
149,725
-1,177
-0.8% -$51.8K 0.01% 970
2026
Q1 		$6.16M Sell
150,902
-5,223
-3% -$219K 0.01% 913
2025
Q4 		$6.3M Buy
156,125
+122,162
+360% +$5.03M 0.01% 833
2025
Q3 		$1.43M Sell
33,963
-10,428
-23% -$436K ﹤0.01% 1440
2025
Q2 		$1.84M Buy
44,391
+490
+1% +$20.1K ﹤0.01% 1256
2025
Q1 		$1.84M Buy
43,901
+16,009
+57% +$667K ﹤0.01% 1169
2024
Q4 		$1.13M Buy
27,892
+7,292
+35% +$316K ﹤0.01% 1357
2024
Q3 		$920K Buy
+20,600
New +$868K ﹤0.01% 1439
2024
Q2 		– Sell
-15,070
Closed -$596K – 2426
2024
Q1 		$596K Buy
15,070
+7,365
+96% +$286K ﹤0.01% 1520
2023
Q4 		$309K Buy
+7,705
New +$277K ﹤0.01% 1501
2023
Q3 		– Sell
-6,004
Closed -$226K – 1733
2023
Q2 		$226K Buy
6,004
+3,687
+159% +$136K ﹤0.01% 1471
2023
Q1 		$677K Buy
+2,317
New +$89K ﹤0.01% 1145

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's XLRE Position: Q2 2026 in Review

Cerity Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.78% in Q2 2026, selling an estimated $51.8K and leaving 149,725 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #970.

Cerity Partners first reported a position in XLRE in Q1 2023 and has held it in 12 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Cerity Partners held 149,725 shares of State Street Real Estate Select Sector SPDR ETF worth $6.59M as of Q2 2026.
  • Cerity Partners sold 1,177 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $51.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #970 holding.
  • Cerity Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.