EH
XLRE icon

Equitable Holdings’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Equitable Holdings’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 		$4.57M Sell
113,287
-12,274
-10% -$514K 0.03% 458
2025
Q4 		$5.07M Sell
125,561
-97,208
-44% -$4M 0.03% 371
2025
Q3 		$9.39M Buy
222,769
+49,766
+29% +$2.08M 0.07% 234
2025
Q2 		$7.17M Sell
173,003
-48,852
-22% -$2.01M 0.06% 251
2025
Q1 		$9.28M Buy
221,855
+3,828
+2% +$159K 0.09% 195
2024
Q4 		$8.87M Buy
218,027
+159
+0.1% +$6.88K 0.08% 193
2024
Q3 		$9.73M Buy
217,868
+3,800
+2% +$160K 0.09% 175
2024
Q2 		$8.22M Buy
214,068
+163,544
+324% +$6.16M 0.09% 186
2024
Q1 		$2M Sell
50,524
-45,045
-47% -$1.75M 0.02% 443
2023
Q4 		$3.83M Buy
95,569
+3,433
+4% +$123K 0.05% 267
2023
Q3 		$3.14M Buy
92,136
+2,517
+3% +$93.1K 0.05% 274
2023
Q2 		$3.38M Buy
89,619
+5,544
+7% +$205K 0.05% 248
2023
Q1 		$3.14M Buy
84,075
+1,596
+2% +$61.3K 0.05% 247
2022
Q4 		$3.05M Buy
82,479
+26,702
+48% +$986K 0.05% 233
2022
Q3 		$2.01M Sell
55,777
-6,563
-11% -$275K 0.04% 264
2022
Q2 		$2.55M Sell
62,340
-90,818
-59% -$4.05M 0.05% 229
2022
Q1 		$7.4M Buy
153,158
+760
+0.5% +$35.6K 0.12% 116
2021
Q4 		$7.9M Buy
152,398
+54,560
+56% +$2.62M 0.12% 117
2021
Q3 		$4.35M Buy
97,838
+40,088
+69% +$1.86M 0.07% 162
2021
Q2 		$2.56M Buy
57,750
+24,440
+73% +$1.05M 0.04% 230
2021
Q1 		$1.31M Buy
33,310
+14,211
+74% +$534K 0.03% 308
2020
Q4 		$698K Buy
+19,099
New +$693K 0.02% 386
2020
Q2 		– Sell
-16,646
Closed -$516K – 656
2020
Q1 		$516K Buy
16,646
+7,349
+79% +$274K 0.02% 360
2019
Q4 		$360K Buy
+9,297
New +$360K 0.01% 467

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Equitable Holdings's XLRE Position: Q1 2026 in Review

Equitable Holdings reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9.8% in Q1 2026, selling an estimated $514K and leaving 113,287 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #458.

Equitable Holdings first reported a position in XLRE in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.73M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Equitable Holdings held 113,287 shares of State Street Real Estate Select Sector SPDR ETF worth $4.57M as of Q1 2026.
  • Equitable Holdings sold 12,274 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $514K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #458 holding.
  • Equitable Holdings first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
  • Equitable Holdings's State Street Real Estate Select Sector SPDR ETF position peaked at $9.73M in Q3 2024.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.