HI
XLRE icon

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

Horizon 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
Q2 		$1.3M Sell
29,449
-14,913
-34% -$656K 0.01% 657
2026
Q1 		$1.81M Buy
44,362
+25,250
+132% +$1.06M 0.02% 509
2025
Q4 		$771K Sell
19,112
-12,005
-39% -$494K 0.01% 709
2025
Q3 		$1.31M Buy
31,117
+19,052
+158% +$797K 0.02% 569
2025
Q2 		$500K Buy
12,065
+1,863
+18% +$76.5K 0.01% 773
2025
Q1 		$427K Sell
10,202
-10,180
-50% -$424K 0.01% 398
2024
Q4 		$829K Buy
20,382
+6,373
+45% +$276K 0.02% 288
2024
Q3 		$626K Buy
14,009
+3,977
+40% +$168K 0.02% 330
2024
Q2 		$385K Sell
10,032
-623
-6% -$23.5K 0.01% 414
2024
Q1 		$421K Sell
10,655
-8,027
-43% -$312K 0.01% 391
2023
Q4 		$748K Sell
18,682
-42
-0.2% -$1.51K 0.02% 270
2023
Q3 		$638K Buy
18,724
+9,970
+114% +$369K 0.02% 237
2023
Q2 		$330K Buy
8,754
+404
+5% +$14.9K 0.01% 399
2023
Q1 		$312K Sell
8,350
-1,296
-13% -$49.8K 0.01% 396
2022
Q4 		$356K Buy
9,646
+2,239
+30% +$82.6K 0.01% 432
2022
Q3 		$267K Sell
7,407
-1,008
-12% -$42.2K 0.01% 421
2022
Q2 		$344K Sell
8,415
-267
-3% -$11.9K 0.01% 349
2022
Q1 		$420K Buy
8,682
+814
+10% +$38.2K 0.01% 383
2021
Q4 		$408K Buy
7,868
+1,607
+26% +$77.3K 0.01% 362
2021
Q3 		$278K Sell
6,261
-2,763
-31% -$128K 0.01% 408
2021
Q2 		$400K Buy
+9,024
New +$387K 0.01% 353

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Investments's XLRE Position: Q2 2026 in Review

Horizon Investments reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 34% in Q2 2026, selling an estimated $656K and leaving 29,449 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #657.

Horizon Investments first reported a position in XLRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q1 2026. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Horizon Investments held 29,449 shares of State Street Real Estate Select Sector SPDR ETF worth $1.3M as of Q2 2026.
  • Horizon Investments sold 14,913 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $656K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #657 holding.
  • Horizon Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $1.81M in Q1 2026.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.