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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
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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Brockenbrough & Co's XLRE Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 6,250 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #261.

Lowe Brockenbrough & Co first reported a position in XLRE in Q3 2016 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Lowe Brockenbrough & Co held 6,250 shares of State Street Real Estate Select Sector SPDR ETF worth $275K as of Q2 2026.
  • Lowe Brockenbrough & Co left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #261 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 4 quarters since.
  • Lowe Brockenbrough & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $282K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.