CI
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CX Institutional’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CX Institutional’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 		$2.23M Sell
50,731
-841
-2% -$37K 0.06% 239
2026
Q1 		$2.11M Buy
51,572
+7,430
+17% +$311K 0.06% 244
2025
Q4 		$1.78M Buy
44,142
+3,434
+8% +$141K 0.05% 215
2025
Q3 		$1.72M Sell
40,708
-15,641
-28% -$654K 0.05% 221
2025
Q2 		$2.33M Sell
56,349
-593
-1% -$24.4K 0.08% 181
2025
Q1 		$2.38M Buy
56,942
+10,065
+21% +$419K 0.09% 179
2024
Q4 		$1.91M Buy
46,877
+3,090
+7% +$134K 0.08% 179
2024
Q3 		$1.96M Buy
43,787
+6,445
+17% +$272K 0.09% 198
2024
Q2 		$1.43M Sell
37,342
-590
-2% -$22.2K 0.07% 225
2024
Q1 		$1.5M Buy
37,932
+10,604
+39% +$412K 0.07% 219
2023
Q4 		$1.09M Sell
27,328
-63,251
-70% -$2.27M 0.06% 247
2023
Q3 		$3.09M Sell
90,579
-66,201
-42% -$2.45M 0.17% 159
2023
Q2 		$5.91M Buy
156,780
+4,056
+3% +$150K 0.31% 92
2023
Q1 		$5.67M Buy
152,724
+69,421
+83% +$2.67M 0.3% 92
2022
Q4 		$3.08M Sell
83,303
-28,111
-25% -$1.04M 0.19% 155
2022
Q3 		$4.01M Buy
111,414
+17,953
+19% +$752K 0.28% 96
2022
Q2 		$3.82M Buy
93,461
+18,253
+24% +$814K 0.29% 90
2022
Q1 		$3.63M Sell
75,208
-2,760
-4% -$129K 0.29% 100
2021
Q4 		$4.04M Buy
77,968
+7,070
+10% +$340K 0.32% 98
2021
Q3 		$3.15M Buy
70,898
+66,171
+1,400% +$3.07M 0.26% 98
2021
Q2 		$210K Sell
4,727
-4,829
-51% -$207K 0.02% 333
2021
Q1 		$378K Sell
9,556
-188,196
-95% -$7.08M 0.03% 243
2020
Q4 		$7.23M Buy
197,752
+190,196
+2,517% +$6.9M 0.7% 37
2020
Q3 		$267K Buy
7,556
+745
+11% +$26.6K 0.03% 242
2020
Q2 		$237K Buy
6,811
+395
+6% +$13.3K 0.03% 237
2020
Q1 		$199K Sell
6,416
-52,093
-89% -$1.95M 0.03% 229
2019
Q4 		$2.26M Buy
58,509
+52,939
+950% +$2.05M 0.39% 63
2019
Q3 		$219K Buy
5,570
+194
+4% +$7.44K 0.04% 206
2019
Q2 		$198K Sell
5,376
-85,960
-94% -$3.14M 0.03% 222
2019
Q1 		$3.31M Buy
91,336
+90,539
+11,360% +$3.09M 0.58% 45
2018
Q4 		$25K Sell
797
-914
-53% -$29.6K 0.01% 307
2018
Q3 		$56K Buy
1,711
+1,127
+193% +$37.4K 0.02% 179
2018
Q2 		$19K Buy
+584
New +$18.3K 0.01% 200

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CX Institutional's XLRE Position: Q2 2026 in Review

CX Institutional reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q2 2026, selling an estimated $37K and leaving 50,731 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #239.

CX Institutional first reported a position in XLRE in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.23M in Q4 2020. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • CX Institutional held 50,731 shares of State Street Real Estate Select Sector SPDR ETF worth $2.23M as of Q2 2026.
  • CX Institutional sold 841 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $37K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of CX Institutional's portfolio in Q2 2026, its #239 holding.
  • CX Institutional first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's State Street Real Estate Select Sector SPDR ETF position peaked at $7.23M in Q4 2020.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.