Evelyn Partners Investment Management (Europe)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$2.37K	Hold	58	–	–	﹤0.01%	179
2025 Q4	$2.34K	Hold	58	–	–	﹤0.01%	178
2025 Q3	$2.44K	Hold	58	–	–	﹤0.01%	172
2025 Q2	$2.4K	Hold	58	–	–	﹤0.01%	179
2025 Q1	$2.43K	Hold	58	–	–	﹤0.01%	182
2024 Q4	$2.36K	Buy	+58	New	+$2.51K	﹤0.01%	182

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 $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $7.59B AUM 23.38% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s XLRE Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 58 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Evelyn Partners Investment Management (Europe) first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44K in Q3 2025. 754 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 58 shares of State Street Real Estate Select Sector SPDR ETF worth $2.37K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #179 holding.
Evelyn Partners Investment Management (Europe) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s State Street Real Estate Select Sector SPDR ETF position peaked at $2.44K in Q3 2025.
754 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.