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Howe & Rusling’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Howe & Rusling’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 		$358K Buy
8,774
+2,039
+30% +$85.5K 0.02% 215
2025
Q4 		$272K Buy
6,735
+638
+10% +$26.3K 0.02% 256
2025
Q3 		$257K Buy
6,097
+1,231
+25% +$51.5K 0.02% 256
2025
Q2 		$202K Buy
4,866
+1,310
+37% +$53.8K 0.01% 281
2025
Q1 		$149K Buy
3,556
+938
+36% +$39.1K 0.01% 279
2024
Q4 		$106K Buy
2,618
+1,713
+189% +$74.1K 0.01% 281
2024
Q3 		$40.4K Buy
+905
New +$38.1K ﹤0.01% 311
2024
Q2 		– Sell
-50
Closed -$1.98K – 402
2024
Q1 		$1.98K Sell
50
-90
-64% -$3.5K ﹤0.01% 376
2023
Q4 		$5.61K Buy
+140
New +$5.03K ﹤0.01% 338
2023
Q2 		– Sell
-213
Closed -$7.96K – 347
2023
Q1 		$7.96K Sell
213
-356
-63% -$13.7K ﹤0.01% 291
2022
Q4 		$21K Buy
+569
New +$21K ﹤0.01% 265
2020
Q1 		– Sell
-1,524
Closed -$59K – 892
2019
Q4 		$59K Hold
1,524
– – 0.01% 278
2019
Q3 		$60K Sell
1,524
-710
-32% -$27.2K 0.01% 275
2019
Q2 		$82K Sell
2,234
-17,171
-88% -$627K 0.01% 257
2019
Q1 		$703K Buy
19,405
+3,850
+25% +$131K 0.12% 115
2018
Q4 		$482K Buy
+15,555
New +$504K 0.1% 117
2018
Q2 		– Sell
-545
Closed -$17K – 953
2018
Q1 		$17K Buy
+545
New +$16.9K ﹤0.01% 419
2017
Q1 		– Sell
-10
Closed – – 1066
2016
Q4 		$0 Hold
10
– – ﹤0.01% 1088
2016
Q3 		$0 Buy
+10
New +$336 ﹤0.01% 1133

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

Howe & Rusling's XLRE Position: Q1 2026 in Review

Howe & Rusling increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 30% in Q1 2026, buying an estimated $85.5K and bringing the position to 8,774 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #215.

Howe & Rusling first reported a position in XLRE in Q3 2016 and has held it in 19 quarters since. The position peaked at $703K in Q1 2019. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Howe & Rusling held 8,774 shares of State Street Real Estate Select Sector SPDR ETF worth $358K as of Q1 2026.
  • Howe & Rusling bought 2,039 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $85.5K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #215 holding.
  • Howe & Rusling first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 19 quarters since.
  • Howe & Rusling's State Street Real Estate Select Sector SPDR ETF position peaked at $703K in Q1 2019.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.