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

Covestor’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	$0	Buy	+10	New	+$440	﹤0.01%	2884
2025 Q4	–	Sell	-93	Closed	-$4K	–	2804
2025 Q3	$4K	Hold	93	–	–	﹤0.01%	1870
2025 Q2	$4K	Sell	93 -29	-24%	-$1.19K	﹤0.01%	1776
2025 Q1	$5K	Buy	122 +10	+9%	+$417	﹤0.01%	1740
2024 Q4	$5K	Buy	112 +35	+45%	+$1.51K	﹤0.01%	1737
2024 Q3	$3K	Buy	77 +72	+1,440%	+$3.03K	﹤0.01%	1779
2024 Q2	$0	Sell	5 -1	-17%	-$38	﹤0.01%	2827
2024 Q1	$0	Hold	6	–	–	﹤0.01%	2813
2023 Q4	$0	Hold	6	–	–	﹤0.01%	2789
2023 Q3	$0	Hold	6	–	–	﹤0.01%	2782
2023 Q2	$0	Sell	6 -19	-76%	-$701	﹤0.01%	2723
2023 Q1	$1K	Sell	25 -1	-4%	-$38	﹤0.01%	1918
2022 Q4	$1K	Buy	26 +2	+8%	+$74	﹤0.01%	1961
2022 Q3	$1K	Buy	24 +6	+33%	+$251	﹤0.01%	1877
2022 Q2	$1K	Buy	18 +4	+29%	+$178	﹤0.01%	1820
2022 Q1	$1K	Sell	14 -87	-86%	-$4.08K	﹤0.01%	1995
2021 Q4	$5K	Buy	+101	New	+$4.86K	0.01%	1356

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Covestor's XLRE Position: Q2 2026 in Review

Covestor opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2884 among its holdings. This is a return to the name: Covestor previously reported a position in XLRE as recently as Q3 2025.

Covestor first reported a position in XLRE in Q4 2021 and has held it in 17 quarters since. The position peaked at $5K in Q1 2025. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Covestor held 10 shares of State Street Real Estate Select Sector SPDR ETF worth $0 as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Covestor position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2884 holding.
Covestor first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Covestor's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q1 2025.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.