Hirtle Callaghan & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hirtle Callaghan & Co’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	$563K	Hold	13,787	–	–	0.02%	80
2025 Q4	$556K	Hold	13,787	–	–	0.02%	84
2025 Q3	$581K	Hold	13,787	–	–	0.02%	77
2025 Q2	$571K	Hold	13,787	–	–	0.02%	79
2025 Q1	$577K	Sell	13,787 -241	-2%	-$10K	0.02%	82
2024 Q4	$571K	Buy	14,028 +241	+2%	+$10.4K	0.02%	81
2024 Q3	$616K	Hold	13,787	–	–	0.02%	70
2024 Q2	$530K	Sell	13,787 -15	-0.1%	-$565	0.02%	73
2024 Q1	$546K	Hold	13,802	–	–	0.02%	74
2023 Q4	$553K	Buy	13,802 +6,630	+92%	+$238K	0.03%	68
2023 Q3	$244K	Hold	7,172	–	–	0.01%	78
2023 Q2	$270K	Hold	7,172	–	–	0.01%	75
2023 Q1	$268K	Buy	7,172 +440	+7%	+$16.9K	0.01%	78
2022 Q4	$249K	Hold	6,732	–	–	0.02%	102
2022 Q3	$242K	Hold	6,732	–	–	0.02%	99
2022 Q2	$275K	Buy	+6,732	New	+$300K	0.02%	109
2020 Q4	–	Sell	-26,366	Closed	-$930K	–	51
2020 Q3	$930K	Sell	26,366 -158,200	-86%	-$5.64M	0.07%	28
2020 Q2	$6.42M	Buy	+184,566	New	+$6.24M	0.39%	21

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

Hirtle Callaghan & Co's XLRE Position: Q1 2026 in Review

Hirtle Callaghan & Co held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 13,787 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #80.

Hirtle Callaghan & Co first reported a position in XLRE in Q2 2020 and has held it in 18 quarters since. The position peaked at $6.42M in Q2 2020. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Hirtle Callaghan & Co held 13,787 shares of State Street Real Estate Select Sector SPDR ETF worth $563K as of Q1 2026.
Hirtle Callaghan & Co 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 0.02% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #80 holding.
Hirtle Callaghan & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
Hirtle Callaghan & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $6.42M in Q2 2020.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.