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 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 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

Lowe Brockenbrough & Co's XLRE Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q1 2026, selling an estimated $30.6K and leaving 6,250 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #257.

Lowe Brockenbrough & Co first reported a position in XLRE in Q3 2016 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Lowe Brockenbrough & Co held 6,250 shares of State Street Real Estate Select Sector SPDR ETF worth $255K as of Q1 2026.
Lowe Brockenbrough & Co sold 729 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $30.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #257 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 3 quarters since.
Lowe Brockenbrough & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $282K in Q4 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.