Lowe Brockenbrough & Co
XLRE icon

Lowe Brockenbrough & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$300K Buy
7,345
+1,095
+18% +$48.4K 0.01% 267
2026
Q2 		$275K Hold
6,250
– – 0.01% 261
2026
Q1 		$255K Sell
6,250
-729
-10% -$30.6K 0.01% 257
2025
Q4 		$282K Buy
+6,979
New +$287K 0.01% 259
2016
Q4 		– Sell
-8,134
Closed -$267K – 193
2016
Q3 		$267K Buy
+8,134
New +$273K 0.05% 171

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lowe Brockenbrough & Co's XLRE Position: Q3 2026 in Review

Lowe Brockenbrough & Co increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 18% in Q3 2026, buying an estimated $48.4K and bringing the position to 7,345 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #267.

Lowe Brockenbrough & Co first reported a position in XLRE in Q3 2016 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Lowe Brockenbrough & Co held 7,345 shares of State Street Real Estate Select Sector SPDR ETF worth $300K as of Q3 2026.
  • Lowe Brockenbrough & Co bought 1,095 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $48.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #267 holding.
  • Lowe Brockenbrough & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.