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 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 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

Horizon Investments's XLRE Position: Q1 2026 in Review

Horizon Investments increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 132% in Q1 2026, buying an estimated $1.06M and bringing the position to 44,362 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #509.

Horizon Investments first reported a position in XLRE in Q2 2021 and has held it in 20 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Horizon Investments held 44,362 shares of State Street Real Estate Select Sector SPDR ETF worth $1.81M as of Q1 2026.
Horizon Investments bought 25,250 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.06M.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #509 holding.
Horizon Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.