Lido Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lido Advisors’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	$1.31M	Buy	29,671 +7,655	+35%	+$337K	﹤0.01%	968
2026 Q1	$899K	Sell	22,016 -22,908	-51%	-$960K	﹤0.01%	1015
2025 Q4	$1.85M	Buy	44,924 +3,182	+8%	+$131K	0.01%	744
2025 Q3	$1.76M	Buy	41,742 +29,952	+254%	+$1.25M	0.01%	728
2025 Q2	$488K	Sell	11,790 -794	-6%	-$32.6K	﹤0.01%	1115
2025 Q1	$527K	Buy	+12,584	New	+$524K	﹤0.01%	1006
2024 Q3	–	Sell	-8,181	Closed	-$314K	–	1568
2024 Q2	$314K	Buy	+8,181	New	+$308K	﹤0.01%	1097
2022 Q3	–	Sell	-5,197	Closed	-$212K	–	1052
2022 Q2	$212K	Sell	5,197 -454,707	-99%	-$20.3M	﹤0.01%	850
2022 Q1	$22.2M	Buy	459,904 +50,914	+12%	+$2.39M	0.25%	42
2021 Q4	$21.2M	Buy	408,990 +11,031	+3%	+$531K	0.23%	40
2021 Q3	$17.7M	Buy	+397,959	New	+$18.5M	0.25%	46
2020 Q2	–	Sell	-91,076	Closed	-$2.82M	–	676
2020 Q1	$2.82M	Sell	91,076 -376,730	-81%	-$14.1M	0.12%	107
2019 Q4	$18.1M	Sell	467,806 -18,393	-4%	-$712K	0.72%	17
2019 Q3	$19.1M	Sell	486,199 -30,756	-6%	-$1.18M	0.97%	14
2019 Q2	$19M	Sell	516,955 -20,025	-4%	-$732K	1.09%	12
2019 Q1	$19.4M	Buy	+536,980	New	+$18.3M	1.26%	10

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

Lido Advisors's XLRE Position: Q2 2026 in Review

Lido Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 35% in Q2 2026, buying an estimated $337K and bringing the position to 29,671 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Lido Advisors first reported a position in XLRE in Q1 2019 and has held it in 16 quarters since. The position peaked at $22.2M in Q1 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Lido Advisors held 29,671 shares of State Street Real Estate Select Sector SPDR ETF worth $1.31M as of Q2 2026.
Lido Advisors bought 7,655 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $337K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #968 holding.
Lido Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
Lido Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $22.2M in Q1 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.