IMA Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

IMA Advisory Services’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	$27.4K	Hold	670	–	–	﹤0.01%	285
2025 Q4	$27K	Hold	670	–	–	﹤0.01%	290
2025 Q3	$28.2K	Hold	670	–	–	﹤0.01%	275
2025 Q2	$27.8K	Hold	670	–	–	﹤0.01%	267
2025 Q1	$28K	Buy	+670	New	+$27.9K	﹤0.01%	264
2018 Q4	–	Sell	-41	Closed	-$1K	–	352
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	333
2018 Q2	$1K	Buy	+41	New	+$1.28K	﹤0.01%	461

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

IMA Advisory Services's XLRE Position: Q1 2026 in Review

IMA Advisory Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 670 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

IMA Advisory Services first reported a position in XLRE in Q2 2018 and has held it in 7 quarters since. The position peaked at $28.2K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

IMA Advisory Services held 670 shares of State Street Real Estate Select Sector SPDR ETF worth $27.4K as of Q1 2026.
IMA Advisory Services 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 ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #285 holding.
IMA Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 7 quarters since.
IMA Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $28.2K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.