FM
XLRE icon

Foster & Motley’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Foster & Motley’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 		$3.44M Sell
84,140
-1,284
-2% -$53.8K 0.18% 131
2025
Q4 		$3.45M Sell
85,424
-11,601
-12% -$477K 0.18% 125
2025
Q3 		$4.09M Sell
97,025
-1,747
-2% -$73.1K 0.22% 114
2025
Q2 		$4.09M Sell
98,772
-1,040
-1% -$42.7K 0.24% 106
2025
Q1 		$4.18M Sell
99,812
-910
-0.9% -$37.9K 0.26% 96
2024
Q4 		$4.1M Sell
100,722
-5,127
-5% -$222K 0.27% 93
2024
Q3 		$4.73M Sell
105,849
-7,231
-6% -$305K 0.3% 89
2024
Q2 		$4.34M Sell
113,080
-4,341
-4% -$164K 0.3% 92
2024
Q1 		$4.64M Sell
117,421
-674
-0.6% -$26.2K 0.32% 87
2023
Q4 		$4.73M Buy
118,095
+17,916
+18% +$643K 0.35% 80
2023
Q3 		$3.41M Buy
100,179
+9,752
+11% +$361K 0.28% 104
2023
Q2 		$3.41M Buy
90,427
+1,445
+2% +$53.3K 0.26% 108
2023
Q1 		$3.33M Buy
88,982
+426
+0.5% +$16.4K 0.27% 99
2022
Q4 		$3.27M Buy
88,556
+25,480
+40% +$940K 0.28% 98
2022
Q3 		$2.27M Buy
63,076
+1,294
+2% +$54.2K 0.22% 127
2022
Q2 		$2.52M Sell
61,782
-5
-0% -$223 0.22% 123
2022
Q1 		$2.99M Sell
61,787
-3,568
-5% -$167K 0.23% 109
2021
Q4 		$3.39M Sell
65,355
-1,472
-2% -$70.8K 0.26% 95
2021
Q3 		$2.97M Sell
66,827
-4,124
-6% -$192K 0.25% 102
2021
Q2 		$3.15M Sell
70,951
-1,740
-2% -$74.6K 0.26% 100
2021
Q1 		$2.87M Buy
72,691
+9,897
+16% +$372K 0.24% 107
2020
Q4 		$2.3M Buy
62,794
+28,149
+81% +$1.02M 0.22% 109
2020
Q3 		$1.22M Buy
34,645
+25,328
+272% +$903K 0.14% 139
2020
Q2 		$324K Buy
+9,317
New +$315K 0.04% 220

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

Foster & Motley's XLRE Position: Q1 2026 in Review

Foster & Motley reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q1 2026, selling an estimated $53.8K and leaving 84,140 shares worth $3.44M. The position accounts for 0.18% of the portfolio, ranked #131.

Foster & Motley first reported a position in XLRE in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.73M in Q4 2023. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Foster & Motley held 84,140 shares of State Street Real Estate Select Sector SPDR ETF worth $3.44M as of Q1 2026.
  • Foster & Motley sold 1,284 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $53.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.18% of Foster & Motley's portfolio in Q1 2026, its #131 holding.
  • Foster & Motley first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Foster & Motley's State Street Real Estate Select Sector SPDR ETF position peaked at $4.73M in Q4 2023.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.