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

Crewe 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 Q2	$1.15K	Buy	+26	New	+$1.14K	﹤0.01%	1041
2025 Q4	–	Sell	-53	Closed	-$2.23K	–	1134
2025 Q3	$2.23K	Buy	53 +29	+121%	+$1.21K	﹤0.01%	834
2025 Q2	$995	Sell	24 -58	-71%	-$2.38K	﹤0.01%	613
2025 Q1	$3.43K	Buy	+82	New	+$3.42K	﹤0.01%	510
2023 Q3	–	Sell	-2,170	Closed	-$81.8K	–	933
2023 Q2	$81.8K	Hold	2,170	–	–	0.01%	221
2023 Q1	$81.1K	Hold	2,170	–	–	0.01%	252
2022 Q4	$80.1K	Buy	+2,170	New	+$80.1K	0.01%	247
2021 Q2	–	Sell	-11	Closed	–	–	492
2021 Q1	$0	Buy	+11	New	+$414	﹤0.01%	490
2018 Q3	–	Sell	-49	Closed	-$2K	–	271
2018 Q2	$2K	Buy	+49	New	+$1.53K	﹤0.01%	245
2018 Q1	–	Sell	-425	Closed	-$14K	–	292
2017 Q4	$14K	Buy	+425	New	+$14K	0.01%	206

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

Crewe Advisors's XLRE Position: Q2 2026 in Review

Crewe Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 26 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in XLRE as recently as Q3 2025.

Crewe Advisors first reported a position in XLRE in Q4 2017 and has held it in 10 quarters since. The position peaked at $81.8K in Q2 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Crewe Advisors held 26 shares of State Street Real Estate Select Sector SPDR ETF worth $1.15K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Crewe Advisors position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1041 holding.
Crewe Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Crewe Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $81.8K in Q2 2023.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.