KF
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Krilogy Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Krilogy Financial’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 		$1.85M Buy
42,323
+3,073
+8% +$129K 0.06% 232
2025
Q4 		$1.62M Buy
39,250
+2,658
+7% +$109K 0.06% 246
2025
Q3 		$1.5M Buy
36,592
+7,205
+25% +$301K 0.06% 241
2025
Q2 		$1.22M Buy
29,387
+1,293
+5% +$53.1K 0.07% 169
2025
Q1 		$1.18M Sell
28,094
-5,752
-17% -$240K 0.08% 160
2024
Q4 		$1.38M Buy
33,846
+3,006
+10% +$130K 0.09% 145
2024
Q3 		$1.38M Buy
30,840
+7,578
+33% +$319K 0.09% 147
2024
Q2 		$893K Buy
23,262
+6,755
+41% +$254K 0.07% 172
2024
Q1 		$653K Sell
16,507
-4,165
-20% -$162K 0.05% 186
2023
Q4 		$828K Buy
20,672
+3,770
+22% +$135K 0.07% 159
2023
Q3 		$576K Buy
16,902
+5,761
+52% +$213K 0.05% 175
2023
Q2 		$420K Buy
11,141
+526
+5% +$19.4K 0.04% 189
2023
Q1 		$397K Buy
+10,615
New +$408K 0.03% 298
2018
Q4 		– Sell
-433
Closed -$14K – 694
2018
Q3 		$14K Buy
+433
New +$14.4K ﹤0.01% 489
2018
Q2 		– Sell
-522
Closed -$16K – 643
2018
Q1 		$16K Sell
522
-59
-10% -$1.83K ﹤0.01% 472
2017
Q4 		$19K Sell
581
-522
-47% -$17.2K ﹤0.01% 443
2017
Q3 		$36K Sell
1,103
-337
-23% -$10.9K 0.01% 393
2017
Q2 		$46K Sell
1,440
-668
-32% -$21.4K 0.01% 316
2017
Q1 		$65K Hold
2,108
– – 0.02% 258
2016
Q4 		$65K Sell
2,108
-12,471
-86% -$382K 0.02% 258
2016
Q3 		$478K Buy
+14,579
New +$489K 0.15% 67

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

Krilogy Financial's XLRE Position: Q1 2026 in Review

Krilogy Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.8% in Q1 2026, buying an estimated $129K and bringing the position to 42,323 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #232.

Krilogy Financial first reported a position in XLRE in Q3 2016 and has held it in 21 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Krilogy Financial held 42,323 shares of State Street Real Estate Select Sector SPDR ETF worth $1.85M as of Q1 2026.
  • Krilogy Financial bought 3,073 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $129K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of Krilogy Financial's portfolio in Q1 2026, its #232 holding.
  • Krilogy Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.