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 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 $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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

Lido Advisors's XLRE Position: Q1 2026 in Review

Lido Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 51% in Q1 2026, selling an estimated $960K and leaving 22,016 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Lido Advisors first reported a position in XLRE in Q1 2019 and has held it in 15 quarters since. The position peaked at $22.2M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Lido Advisors held 22,016 shares of State Street Real Estate Select Sector SPDR ETF worth $899K as of Q1 2026.
Lido Advisors sold 22,908 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $960K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1015 holding.
Lido Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 15 quarters since.
Lido Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $22.2M in Q1 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.