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

Empirical 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 Q1	$2.35M	Buy	57,489 +2,753	+5%	+$115K	0.62%	27
2025 Q4	$2.21M	Buy	54,736 +13,980	+34%	+$575K	0.62%	27
2025 Q3	$1.72M	Buy	+40,756	New	+$1.7M	0.48%	41
2024 Q3	–	Sell	-18,302	Closed	-$703K	–	363
2024 Q2	$703K	Sell	18,302 -16,295	-47%	-$614K	0.26%	107
2024 Q1	$1.37M	Sell	34,597 -405	-1%	-$15.8K	0.66%	36
2023 Q4	$1.4M	Buy	35,002 +8,103	+30%	+$291K	1.14%	20
2023 Q3	$916K	Sell	26,899 -81	-0.3%	-$3K	0.8%	32
2023 Q2	$1.02M	Buy	26,980 +1,490	+6%	+$55K	0.9%	32
2023 Q1	$953K	Buy	25,490 +966	+4%	+$37.1K	0.91%	34
2022 Q4	$822K	Buy	24,524 +1,513	+7%	+$55.8K	0.87%	32
2022 Q3	$829K	Buy	23,011 +221	+1%	+$9.26K	0.9%	31
2022 Q2	$931K	Buy	22,790 +1,304	+6%	+$58.2K	0.98%	26
2022 Q1	$1.04M	Buy	21,486 +2,033	+10%	+$95.3K	0.99%	31
2021 Q4	$1.01M	Buy	+19,453	New	+$936K	0.97%	27

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

Empirical Asset Management's XLRE Position: Q1 2026 in Review

Empirical Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5% in Q1 2026, buying an estimated $115K and bringing the position to 57,489 shares worth $2.35M. The position accounts for 0.62% of the portfolio, ranked #27.

Empirical Asset Management first reported a position in XLRE in Q4 2021 and has held it in 14 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Empirical Asset Management held 57,489 shares of State Street Real Estate Select Sector SPDR ETF worth $2.35M as of Q1 2026.
Empirical Asset Management bought 2,753 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $115K.
State Street Real Estate Select Sector SPDR ETF made up 0.62% of Empirical Asset Management's portfolio in Q1 2026, its #27 holding.
Empirical Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.