Lloyd Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lloyd Advisory Services’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	$2.29K	Buy	+52	New	+$2.29K	﹤0.01%	494
2022 Q2	–	Sell	-171	Closed	-$8K	–	578
2022 Q1	$8K	Buy	171 +68	+66%	+$3.19K	﹤0.01%	415
2021 Q4	$5K	Hold	103	–	–	﹤0.01%	352
2021 Q3	$5K	Hold	103	–	–	﹤0.01%	318
2021 Q2	$5K	Buy	103 +11	+12%	+$472	﹤0.01%	326
2021 Q1	$4K	Hold	92	–	–	﹤0.01%	316
2020 Q4	$3K	Hold	92	–	–	﹤0.01%	302
2020 Q3	$3K	Buy	+92	New	+$3.28K	﹤0.01%	275

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

Lloyd Advisory Services's XLRE Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 52 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in XLRE as recently as Q1 2022.

Lloyd Advisory Services first reported a position in XLRE in Q3 2020 and has held it in 8 quarters since. The position peaked at $8K in Q1 2022. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Lloyd Advisory Services held 52 shares of State Street Real Estate Select Sector SPDR ETF worth $2.29K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Lloyd Advisory Services position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #494 holding.
Lloyd Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $8K in Q1 2022.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.