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Joseph P. Lucia & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Joseph P. Lucia & Associates’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 		$313K Sell
7,106
-10
-0.1% -$440 0.09% 148
2026
Q1 		$291K Sell
7,116
-720
-9% -$30.2K 0.1% 135
2025
Q4 		$316K Hold
7,836
– – 0.11% 129
2025
Q3 		$330K Sell
7,836
-60
-0.8% -$2.51K 0.12% 120
2025
Q2 		$327K Sell
7,896
-1,530
-16% -$62.8K 0.13% 117
2025
Q1 		$394K Buy
9,426
+1,926
+26% +$80.2K 0.18% 98
2024
Q4 		$305K Buy
7,500
+1,786
+31% +$77.3K 0.14% 102
2024
Q3 		$255K Buy
+5,714
New +$241K 0.12% 108
2022
Q3 		– Sell
-2,444
Closed -$100K – 451
2022
Q2 		$100K Buy
2,444
+145
+6% +$6.47K 0.07% 142
2022
Q1 		$111K Buy
+2,299
New +$108K 0.07% 149
2021
Q4 		– Sell
-2,347
Closed -$104K – 565
2021
Q3 		$104K Sell
2,347
-34
-1% -$1.58K 0.06% 166
2021
Q2 		$106K Sell
2,381
-37
-2% -$1.59K 0.06% 162
2021
Q1 		$95K Sell
2,418
-127
-5% -$4.78K 0.04% 164
2020
Q4 		$93K Buy
+2,545
New +$92.3K 0.06% 154
2020
Q3 		– Sell
-3,934
Closed -$137K – 466
2020
Q2 		$137K Sell
3,934
-194
-5% -$6.56K 0.12% 110
2020
Q1 		$128K Sell
4,128
-96
-2% -$3.58K 0.14% 101
2019
Q4 		$163K Buy
4,224
+1,305
+45% +$50.5K 0.15% 107
2019
Q3 		$115K Buy
2,919
+641
+28% +$24.6K 0.12% 119
2019
Q2 		$84K Buy
2,278
+989
+77% +$36.1K 0.09% 129
2019
Q1 		$46.9K Buy
+1,289
New +$44K 0.08% 123

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joseph P. Lucia & Associates's XLRE Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.14% in Q2 2026, selling an estimated $440 and leaving 7,106 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #148.

Joseph P. Lucia & Associates first reported a position in XLRE in Q1 2019 and has held it in 20 quarters since. The position peaked at $394K in Q1 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Joseph P. Lucia & Associates held 7,106 shares of State Street Real Estate Select Sector SPDR ETF worth $313K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 10 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $440.
  • State Street Real Estate Select Sector SPDR ETF made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #148 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 20 quarters since.
  • Joseph P. Lucia & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $394K in Q1 2025.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.