Hoey Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hoey Investments’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	–	Sell	-136	Closed	-$5.49K	–	450
2025 Q4	$5.49K	Buy	+136	New	+$5.6K	﹤0.01%	284
2023 Q1	–	Sell	-110	Closed	-$4.05K	–	367
2022 Q4	$4.05K	Buy	110 +8	+8%	+$295	﹤0.01%	250
2022 Q3	$4K	Buy	102 +1	+1%	+$42	﹤0.01%	273
2022 Q2	$4K	Hold	101	–	–	﹤0.01%	232
2022 Q1	$5K	Buy	+101	New	+$4.73K	﹤0.01%	208
2021 Q2	–	Sell	-15	Closed	-$1K	–	259
2021 Q1	$1K	Buy	+15	New	+$564	﹤0.01%	235
2020 Q4	–	Sell	-322	Closed	-$11K	–	197
2020 Q3	$11K	Hold	322	–	–	﹤0.01%	107
2020 Q2	$11K	Hold	322	–	–	0.01%	111
2020 Q1	$10K	Buy	+322	New	+$12K	0.01%	101

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 $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 $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 $7.59B AUM 23.38% 1-Year Est. Return

Hoey Investments's XLRE Position: Q1 2026 in Review

Hoey Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 136 shares — an estimated $5.49K sold.

Hoey Investments first reported a position in XLRE in Q1 2020 and held it in 9 quarters. The position peaked at $11K in Q3 2020. 752 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Hoey Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Hoey Investments sold 136 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $5.49K.
Hoey Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
Hoey Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $11K in Q3 2020.
752 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.