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Cetera Investment Advisers’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Cetera Investment Advisers’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
$56.1M
Buy
1,373,623
+79,673
+6%
+$3.34M
0.06%
335
2025
Q4
$52.2M
Buy
1,293,950
+146,210
+13%
+$6.02M
0.06%
334
2025
Q3
$48.4M
Buy
1,147,740
+274,791
+31%
+$11.5M
0.06%
331
2025
Q2
$36.2M
Buy
872,949
+166,025
+23%
+$6.82M
0.06%
321
2025
Q1
$29.6M
Buy
706,924
+25,669
+4%
+$1.07M
0.06%
344
2024
Q4
$27.7M
Sell
681,255
-49,825
-7%
-$2.16M
0.06%
340
2024
Q3
$32.7M
Buy
731,080
+4,488
+0.6%
+$189K
0.07%
283
2024
Q2
$27.9M
Buy
726,592
+58,404
+9%
+$2.2M
0.06%
304
2024
Q1
$26.4M
Buy
668,188
+578,545
+645%
+$22.5M
0.06%
308
2023
Q4
$3.59M
Buy
89,643
+6,894
+8%
+$248K
0.03%
561
2023
Q3
$2.82M
Sell
82,749
-2,390
-3%
-$88.4K
0.02%
615
2023
Q2
$3.21M
Sell
85,139
-2,620
-3%
-$96.6K
0.03%
578
2023
Q1
$3.28M
Sell
87,759
-10,845
-11%
-$416K
0.03%
535
2022
Q4
$3.64M
Buy
98,604
+21,858
+28%
+$807K
0.03%
483
2022
Q3
$2.76M
Buy
76,746
+7,820
+11%
+$328K
0.06%
358
2022
Q2
$2.82M
Buy
68,926
+2,335
+4%
+$104K
0.04%
418
2022
Q1
$3.22M
Sell
66,591
-21,247
-24%
-$996K
0.05%
405
2021
Q4
$4.55M
Sell
87,838
-36,761
-30%
-$1.77M
0.07%
300
2021
Q3
$5.54M
Buy
124,599
+50,942
+69%
+$2.37M
0.09%
250
2021
Q2
$3.27M
Buy
73,657
+52,224
+244%
+$2.24M
0.05%
382
2021
Q1
$846K
Buy
21,433
+2,587
+14%
+$97.3K
0.02%
739
2020
Q4
$689K
Buy
+18,846
New
+$684K
0.01%
821
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
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$121B AUM
33.93%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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