Cresset Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cresset Asset Management’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	$989K	Buy	22,464 +8	+0%	+$352	﹤0.01%	917
2026 Q1	$917K	Buy	22,456 +726	+3%	+$30.4K	﹤0.01%	818
2025 Q4	$877K	Buy	21,730 +522	+2%	+$21.5K	﹤0.01%	839
2025 Q3	$893K	Buy	21,208 +11,533	+119%	+$482K	﹤0.01%	784
2025 Q2	$401K	Sell	9,675 -6,580	-40%	-$270K	﹤0.01%	1016
2025 Q1	$680K	Sell	16,255 -13,120	-45%	-$547K	﹤0.01%	926
2024 Q4	$1.19M	Sell	29,375 -22,727	-44%	-$983K	0.01%	732
2024 Q3	$2.33M	Sell	52,102 -2,241	-4%	-$94.4K	0.01%	735
2024 Q2	$2.09M	Sell	54,343 -16,485	-23%	-$621K	0.01%	705
2024 Q1	$2.8M	Sell	70,828 -582	-0.8%	-$22.6K	0.01%	508
2023 Q4	$2.86M	Buy	71,410 +7,413	+12%	+$266K	0.02%	450
2023 Q3	$2.18M	Buy	63,997 +52	+0.1%	+$1.92K	0.01%	522
2023 Q2	$2.41M	Buy	63,945 +5,071	+9%	+$187K	﹤0.01%	593
2023 Q1	$2.2M	Buy	58,874 +561	+1%	+$21.5K	0.04%	217
2022 Q4	$1.19M	Buy	58,313 +29,597	+103%	+$1.09M	0.02%	275
2022 Q3	$1.03M	Sell	28,716 -63	-0.2%	-$2.64K	0.01%	349
2022 Q2	$1.18M	Buy	+28,779	New	+$1.28M	0.01%	343
2022 Q1	–	Sell	-4,048	Closed	-$209K	–	1165
2021 Q4	$209K	Buy	+4,048	New	+$195K	﹤0.01%	1032
2021 Q2	–	Sell	-5,389	Closed	-$213K	–	1090
2021 Q1	$213K	Buy	+5,389	New	+$203K	﹤0.01%	839
2019 Q2	–	Sell	-179	Closed	-$6K	–	1742
2019 Q1	$6K	Buy	+179	New	+$6.11K	﹤0.01%	1325

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

Cresset Asset Management's XLRE Position: Q2 2026 in Review

Cresset Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.04% in Q2 2026, buying an estimated $352 and bringing the position to 22,464 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Cresset Asset Management first reported a position in XLRE in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.86M in Q4 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Cresset Asset Management held 22,464 shares of State Street Real Estate Select Sector SPDR ETF worth $989K as of Q2 2026.
Cresset Asset Management bought 8 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $352.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #917 holding.
Cresset Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 20 quarters since.
Cresset Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.86M in Q4 2023.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.