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Martin & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Martin & 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 		$852K Buy
19,340
+127
+0.7% +$5.58K 0.13% 98
2026
Q1 		$784K Buy
19,213
+771
+4% +$32.3K 0.13% 98
2025
Q4 		$744K Buy
18,442
+728
+4% +$30K 0.13% 98
2025
Q3 		$746K Sell
17,714
-10
-0.1% -$418 0.13% 99
2025
Q2 		$734K Sell
17,724
-238
-1% -$9.77K 0.14% 101
2025
Q1 		$752K Buy
17,962
+125
+0.7% +$5.21K 0.15% 99
2024
Q4 		$725K Sell
17,837
-833
-4% -$36K 0.18% 98
2024
Q3 		$834K Buy
18,670
+22
+0.1% +$927 0.2% 101
2024
Q2 		$716K Sell
18,648
-67
-0.4% -$2.52K 0.18% 100
2024
Q1 		$740K Sell
18,715
-432
-2% -$16.8K 0.18% 102
2023
Q4 		$767K Sell
19,147
-924
-5% -$33.2K 0.19% 104
2023
Q3 		$684K Sell
20,071
-122
-0.6% -$4.51K 0.18% 106
2023
Q2 		$761K Sell
20,193
-1,681
-8% -$62K 0.19% 106
2023
Q1 		$818K Sell
21,874
-1,678
-7% -$64.4K 0.21% 104
2022
Q4 		$870K Buy
23,552
+482
+2% +$17.8K 0.23% 104
2022
Q3 		$831K Buy
23,070
+28
+0.1% +$1.17K 0.25% 101
2022
Q2 		$942K Buy
23,042
+291
+1% +$13K 0.27% 101
2022
Q1 		$1.1M Sell
22,751
-1,717
-7% -$80.5K 0.28% 101
2021
Q4 		$1.27M Sell
24,468
-223
-0.9% -$10.7K 0.29% 98
2021
Q3 		$1.1M Buy
24,691
+1,863
+8% +$86.6K 0.26% 105
2021
Q2 		$1.01M Sell
22,828
-881
-4% -$37.8K 0.25% 106
2021
Q1 		$936K Sell
23,709
-357
-1% -$13.4K 0.24% 109
2020
Q4 		$880K Buy
24,066
+380
+2% +$13.8K 0.22% 108
2020
Q3 		$835K Sell
23,686
-220
-0.9% -$7.84K 0.24% 106
2020
Q2 		$832K Buy
23,906
+136
+0.6% +$4.6K 0.26% 105
2020
Q1 		$737K Sell
23,770
-1,975
-8% -$73.8K 0.26% 112
2019
Q4 		$996K Sell
25,745
-1,280
-5% -$49.5K 0.29% 106
2019
Q3 		$1.06M Sell
27,025
-134
-0.5% -$5.14K 0.32% 103
2019
Q2 		$999K Sell
27,159
-2,269
-8% -$82.9K 0.3% 102
2019
Q1 		$1.07M Buy
29,428
+466
+2% +$15.9K 0.32% 100
2018
Q4 		$898K Sell
28,962
-113
-0.4% -$3.66K 0.32% 105
2018
Q3 		$948K Buy
29,075
+3,345
+13% +$111K 0.29% 106
2018
Q2 		$842K Sell
25,730
-75
-0.3% -$2.35K 0.27% 106
2018
Q1 		$802K Buy
25,805
+448
+2% +$13.9K 0.27% 102
2017
Q4 		$835K Buy
25,357
+75
+0.3% +$2.48K 0.26% 97
2017
Q3 		$815K Sell
25,282
-1,474
-6% -$47.9K 0.27% 100
2017
Q2 		$862K Sell
26,756
-413
-2% -$13.2K 0.27% 101
2017
Q1 		$859K Buy
27,169
+278
+1% +$8.67K 0.27% 101
2016
Q4 		$827K Buy
26,891
+437
+2% +$13.4K 0.27% 98
2016
Q3 		$867K Buy
+26,454
New +$888K 0.29% 94

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

Martin & Co's XLRE Position: Q2 2026 in Review

Martin & Co increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.66% in Q2 2026, buying an estimated $5.58K and bringing the position to 19,340 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #98.

Martin & Co first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.27M in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Martin & Co held 19,340 shares of State Street Real Estate Select Sector SPDR ETF worth $852K as of Q2 2026.
  • Martin & Co bought 127 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.58K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.13% of Martin & Co's portfolio in Q2 2026, its #98 holding.
  • Martin & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
  • Martin & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $1.27M in Q4 2021.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.