Creative Planning
XLRE icon

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

Creative Planning’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
2023
Q3 		– Sell
-300
Closed -$945 – 3059
2023
Q2 		$945 Buy
+300
New +$11.1K ﹤0.01% 2615

Other funds holding XLRE

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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

Creative Planning's XLRE Position: Q1 2026 in Review

Creative Planning increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.8% in Q1 2026, buying an estimated $145M and bringing the position to 47,961,726 shares worth $1.96B. The position accounts for 1.33% of the portfolio, ranked #18.

Creative Planning first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Creative Planning held 47,961,726 shares of State Street Real Estate Select Sector SPDR ETF worth $1.96B as of Q1 2026.
  • Creative Planning bought 3,468,550 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $145M.
  • State Street Real Estate Select Sector SPDR ETF made up 1.33% of Creative Planning's portfolio in Q1 2026, its #18 holding.
  • Creative Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.