Janney Montgomery Scott
XLRE icon

Janney Montgomery Scott’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Janney Montgomery Scott’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 		$21.9M Buy
535,397
+401,497
+300% +$16.8M 0.05% 329
2025
Q4 		$5.4M Sell
133,900
-15,908
-11% -$655K 0.01% 882
2025
Q3 		$6.31M Buy
149,808
+38,968
+35% +$1.63M 0.02% 782
2025
Q2 		$4.59M Sell
110,840
-29,647
-21% -$1.22M 0.01% 847
2025
Q1 		$5.88M Sell
140,487
-12,637
-8% -$526K 0.02% 721
2024
Q4 		$6.23M Sell
153,124
-1,076,607
-88% -$46.6M 0.02% 702
2024
Q3 		$54.9M Buy
1,229,731
+1,152,828
+1,499% +$48.6M 0.15% 134
2024
Q2 		$2.95M Buy
76,903
+5,432
+8% +$205K 0.01% 919
2024
Q1 		$2.83M Sell
71,471
-2,349
-3% -$91.4K 0.01% 1002
2023
Q4 		$2.96M Sell
73,820
-8,629
-10% -$310K 0.01% 939
2023
Q3 		$2.81M Buy
82,449
+14,145
+21% +$523K 0.01% 890
2023
Q2 		$2.57M Sell
68,304
-15,665
-19% -$578K 0.01% 962
2023
Q1 		$3.14M Sell
83,969
-20,114
-19% -$772K 0.01% 798
2022
Q4 		$3.84M Buy
104,083
+30,625
+42% +$1.13M 0.02% 763
2022
Q3 		$2.65M Buy
73,458
+22,677
+45% +$950K 0.01% 857
2022
Q2 		$2.09M Buy
50,781
+20,182
+66% +$900K 0.01% 919
2022
Q1 		$1.48M Sell
30,599
-9,400
-24% -$441K 0.01% 1061
2021
Q4 		$2.07M Sell
39,999
-33,607
-46% -$1.62M 0.01% 970
2021
Q3 		$3.27M Buy
73,606
+8,158
+12% +$379K 0.01% 748
2021
Q2 		$2.9M Buy
65,448
+50,845
+348% +$2.18M 0.01% 784
2021
Q1 		$577K Sell
14,603
-6,910
-32% -$260K ﹤0.01% 1473
2020
Q4 		$787K Sell
21,513
-58,660
-73% -$2.13M ﹤0.01% 1298
2020
Q3 		$2.83M Buy
80,173
+5,220
+7% +$186K 0.02% 661
2020
Q2 		$2.61M Buy
74,953
+56,378
+304% +$1.91M 0.02% 671
2020
Q1 		$576K Sell
18,575
-13,598
-42% -$508K ﹤0.01% 1154
2019
Q4 		$1.24M Buy
32,173
+8,218
+34% +$318K 0.01% 975
2019
Q3 		$942K Buy
23,955
+2,536
+12% +$97.3K 0.01% 1067
2019
Q2 		$788K Buy
21,419
+2,172
+11% +$79.3K 0.01% 1169
2019
Q1 		$697K Buy
19,247
+2,929
+18% +$99.9K 0.01% 1211
2018
Q4 		$506K Sell
16,318
-49,481
-75% -$1.6M ﹤0.01% 1285
2018
Q3 		$2.15M Buy
65,799
+7,360
+13% +$244K 0.02% 671
2018
Q2 		$1.91M Buy
58,439
+1,348
+2% +$42.2K 0.02% 701
2018
Q1 		$1.77M Buy
57,091
+48,590
+572% +$1.51M 0.02% 708
2017
Q4 		$280K Sell
8,501
-509
-6% -$16.8K ﹤0.01% 1622
2017
Q3 		$291K Sell
9,010
-1,397
-13% -$45.4K ﹤0.01% 1517
2017
Q2 		$335K Sell
10,407
-600
-5% -$19.2K ﹤0.01% 1383
2017
Q1 		$348K Sell
11,007
-10,395
-49% -$324K ﹤0.01% 1345
2016
Q4 		$658K Buy
21,402
+1,698
+9% +$52K 0.01% 966
2016
Q3 		$646K Buy
+19,704
New +$661K 0.01% 836

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

Janney Montgomery Scott's XLRE Position: Q1 2026 in Review

Janney Montgomery Scott increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 300% in Q1 2026, buying an estimated $16.8M and bringing the position to 535,397 shares worth $21.9M. The position accounts for 0.05% of the portfolio, ranked #329.

Janney Montgomery Scott first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $54.9M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Janney Montgomery Scott held 535,397 shares of State Street Real Estate Select Sector SPDR ETF worth $21.9M as of Q1 2026.
  • Janney Montgomery Scott bought 401,497 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q1 2026, its #329 holding.
  • Janney Montgomery Scott first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • Janney Montgomery Scott's State Street Real Estate Select Sector SPDR ETF position peaked at $54.9M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.