Crescent Grove Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Crescent Grove 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	$263K	Hold	6,442	–	–	0.03%	252
2025 Q4	$260K	Hold	6,442	–	–	0.02%	254
2025 Q3	$271K	Hold	6,442	–	–	0.03%	249
2025 Q2	$267K	Hold	6,442	–	–	0.03%	241
2025 Q1	$270K	Hold	6,442	–	–	0.03%	223
2024 Q4	$262K	Hold	6,442	–	–	0.03%	236
2024 Q3	$288K	Hold	6,442	–	–	0.03%	223
2024 Q2	$247K	Sell	6,442 -936	-13%	-$35.3K	0.03%	241
2024 Q1	$292K	Hold	7,378	–	–	0.03%	243
2023 Q4	$296K	Hold	7,378	–	–	0.03%	233
2023 Q3	$251K	Hold	7,378	–	–	0.03%	245
2023 Q2	$278K	Hold	7,378	–	–	0.03%	236
2023 Q1	$276K	Hold	7,378	–	–	0.03%	244
2022 Q4	$272K	Sell	7,378 -3,992	-35%	-$147K	0.03%	237
2022 Q3	$409K	Hold	11,370	–	–	0.05%	169
2022 Q2	$465K	Buy	11,370 +1,863	+20%	+$83.1K	0.05%	166
2022 Q1	$459K	Hold	9,507	–	–	0.04%	177
2021 Q4	$493K	Buy	9,507 +2,129	+29%	+$102K	0.05%	166
2021 Q3	$328K	Hold	7,378	–	–	0.03%	194
2021 Q2	$327K	Hold	7,378	–	–	0.03%	182
2021 Q1	$291K	Hold	7,378	–	–	0.03%	166
2020 Q4	$270K	Sell	7,378 -40	-0.5%	-$1.45K	0.04%	152
2020 Q3	$262K	Hold	7,418	–	–	0.05%	140
2020 Q2	$258K	Hold	7,418	–	–	0.05%	128
2020 Q1	$230K	Hold	7,418	–	–	0.05%	115
2019 Q4	$287K	Sell	7,418 -1,830	-20%	-$70.8K	0.05%	132
2019 Q3	$364K	Hold	9,248	–	–	0.07%	105
2019 Q2	$340K	Hold	9,248	–	–	0.06%	110
2019 Q1	$335K	Sell	9,248 -18	-0.2%	-$614	0.07%	112
2018 Q4	$287K	Buy	9,266 +1	+0%	+$32	0.06%	124
2018 Q3	$302K	Hold	9,265	–	–	0.07%	104
2018 Q2	$303K	Buy	9,265 +1	+0%	+$31	0.08%	105
2018 Q1	$288K	Hold	9,264	–	–	0.07%	108
2017 Q4	$305K	Buy	9,264 +1	+0%	+$33	0.08%	101
2017 Q3	$299K	Sell	9,263 -8,145	-47%	-$264K	0.08%	101
2017 Q2	$561K	Buy	+17,408	New	+$557K	0.16%	71

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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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

Crescent Grove Advisors's XLRE Position: Q1 2026 in Review

Crescent Grove Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 6,442 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #252.

Crescent Grove Advisors first reported a position in XLRE in Q2 2017 and has held it in 36 quarters since. The position peaked at $561K in Q2 2017. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Crescent Grove Advisors held 6,442 shares of State Street Real Estate Select Sector SPDR ETF worth $263K as of Q1 2026.
Crescent Grove Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #252 holding.
Crescent Grove Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and has held it in 36 quarters since.
Crescent Grove Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $561K in Q2 2017.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.