LPL Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LPL Financial’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	$204M	Buy	4,632,026 +514,565	+12%	+$22.6M	0.05%	381
2026 Q1	$168M	Buy	4,117,461 +109,443	+3%	+$4.59M	0.04%	393
2025 Q4	$162M	Sell	4,008,018 -171,025	-4%	-$7.04M	0.04%	385
2025 Q3	$176M	Sell	4,179,043 -36,697	-0.9%	-$1.54M	0.05%	344
2025 Q2	$175M	Buy	4,215,740 +273,413	+7%	+$11.2M	0.06%	304
2025 Q1	$165M	Sell	3,942,327 -449,367	-10%	-$18.7M	0.06%	286
2024 Q4	$179M	Buy	4,391,694 +53,429	+1%	+$2.31M	0.07%	242
2024 Q3	$194M	Buy	4,338,265 +1,200,432	+38%	+$50.6M	0.09%	209
2024 Q2	$121M	Sell	3,137,833 -517,093	-14%	-$19.5M	0.06%	281
2024 Q1	$144M	Buy	3,654,926 +85,465	+2%	+$3.32M	0.08%	230
2023 Q4	$143M	Buy	3,569,461 +218,213	+7%	+$7.84M	0.09%	209
2023 Q3	$114M	Sell	3,351,248 -261,369	-7%	-$9.67M	0.08%	222
2023 Q2	$136M	Sell	3,612,617 -314,546	-8%	-$11.6M	0.1%	186
2023 Q1	$147M	Sell	3,927,163 -318,538	-8%	-$12.2M	0.11%	158
2022 Q4	$157M	Sell	4,245,701 -1,570,437	-27%	-$58M	0.13%	144
2022 Q3	$209M	Buy	5,816,138 +549,602	+10%	+$23M	0.2%	103
2022 Q2	$215M	Sell	5,266,536 -181,097	-3%	-$8.08M	0.2%	103
2022 Q1	$263M	Buy	5,447,633 +174,017	+3%	+$8.16M	0.23%	87
2021 Q4	$273M	Buy	5,273,616 +396,984	+8%	+$19.1M	0.23%	85
2021 Q3	$217M	Buy	4,876,632 +1,619,839	+50%	+$75.3M	0.2%	99
2021 Q2	$144M	Buy	3,256,793 +2,293,864	+238%	+$98.3M	0.15%	131
2021 Q1	$38M	Buy	962,929 +314,530	+49%	+$11.8M	0.04%	355
2020 Q4	$23.7M	Sell	648,399 -279,017	-30%	-$10.1M	0.03%	416
2020 Q3	$32.7M	Buy	927,416 +240,841	+35%	+$8.58M	0.05%	299
2020 Q2	$23.9M	Sell	686,575 -50,831	-7%	-$1.72M	0.04%	331
2020 Q1	$22.9M	Sell	737,406 -62,848	-8%	-$2.35M	0.05%	289
2019 Q4	$30.9M	Buy	800,254 +265,711	+50%	+$10.3M	0.06%	271
2019 Q3	$21M	Buy	534,543 +58,763	+12%	+$2.25M	0.04%	324
2019 Q2	$17.5M	Buy	475,780 +84,963	+22%	+$3.1M	0.04%	357
2019 Q1	$14.2M	Sell	390,817 -45,318	-10%	-$1.55M	0.03%	398
2018 Q4	$13.5M	Buy	436,135 +287,639	+194%	+$9.32M	0.04%	368
2018 Q3	$4.84M	Buy	148,496 +801	+0.5%	+$26.6K	0.01%	753
2018 Q2	$4.83M	Buy	147,695 +35,640	+32%	+$1.11M	0.01%	731
2018 Q1	$3.48M	Sell	112,055 -32,514	-22%	-$1.01M	0.01%	854
2017 Q4	$4.76M	Sell	144,569 -9,371	-6%	-$309K	0.01%	684
2017 Q3	$4.96M	Sell	153,940 -2,896	-2%	-$94K	0.02%	600
2017 Q2	$5.05M	Sell	156,836 -6,659	-4%	-$213K	0.02%	553
2017 Q1	$5.17M	Buy	163,495 +4,854	+3%	+$151K	0.04%	417
2016 Q4	$4.89M	Sell	158,641 -175,402	-53%	-$5.37M	0.04%	418
2016 Q3	$10.6M	Buy	+334,043	New	+$11.2M	0.1%	178

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial's XLRE Position: Q2 2026 in Review

LPL Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, buying an estimated $22.6M and bringing the position to 4,632,026 shares worth $204M. The position accounts for 0.05% of the portfolio, ranked #381.

LPL Financial first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $273M in Q4 2021. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

LPL Financial held 4,632,026 shares of State Street Real Estate Select Sector SPDR ETF worth $204M as of Q2 2026.
LPL Financial bought 514,565 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6M.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #381 holding.
LPL Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
LPL Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $273M in Q4 2021.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.