Luken Investment Analytics’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Luken Investment Analytics’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	–	Sell	-42	Closed	-$1.7K	–	401
2025 Q4	$1.7K	Hold	42	–	–	﹤0.01%	240
2025 Q3	$1.77K	Sell	42 -181,551	-100%	-$7.59M	﹤0.01%	141
2025 Q2	$7.52M	Buy	+181,593	New	+$7.46M	3.3%	11

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

Luken Investment Analytics's XLRE Position: Q1 2026 in Review

Luken Investment Analytics sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 42 shares — an estimated $1.7K sold.

Luken Investment Analytics first reported a position in XLRE in Q2 2025 and held it in 3 quarters. The position peaked at $7.52M in Q2 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Luken Investment Analytics reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 42 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.7K.
Luken Investment Analytics first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Luken Investment Analytics's State Street Real Estate Select Sector SPDR ETF position peaked at $7.52M in Q2 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.