LI
XLRE icon

LRI Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LRI Investments’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 		$102K Hold
2,321
– – 0.01% 442
2026
Q1 		$94.8K Buy
2,321
+11
+0.5% +$461 0.01% 414
2025
Q4 		$93.2K Hold
2,310
– – 0.01% 429
2025
Q3 		$97.3K Hold
2,310
– – 0.01% 422
2025
Q2 		$95.7K Hold
2,310
– – 0.01% 440
2025
Q1 		$96.7K Hold
2,310
– – 0.01% 425
2024
Q4 		$93.9K Hold
2,310
– – 0.01% 427
2024
Q3 		$99.2K Buy
+2,310
New +$97.3K 0.01% 405

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LRI Investments's XLRE Position: Q2 2026 in Review

LRI Investments held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 2,321 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #442.

LRI Investments first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • LRI Investments held 2,321 shares of State Street Real Estate Select Sector SPDR ETF worth $102K as of Q2 2026.
  • LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #442 holding.
  • LRI Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • 370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.