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 Q2	$79.4K	Buy	1,804 +1,134	+169%	+$49.9K	0.01%	455
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 $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMA Advisory Services's XLRE Position: Q2 2026 in Review

IMA Advisory Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 169% in Q2 2026, buying an estimated $49.9K and bringing the position to 1,804 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #455.

IMA Advisory Services first reported a position in XLRE in Q2 2018 and has held it in 8 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

IMA Advisory Services held 1,804 shares of State Street Real Estate Select Sector SPDR ETF worth $79.4K as of Q2 2026.
IMA Advisory Services bought 1,134 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $49.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #455 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 8 quarters since.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.