Means Investment Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Means Investment Company’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	$619K	Sell	15,172 -4,351	-22%	-$182K	0.05%	114
2025 Q4	$788K	Sell	19,523 -666,925	-97%	-$27.4M	0.07%	100
2025 Q3	$28.9M	Buy	686,448 +81,340	+13%	+$3.4M	2.5%	11
2025 Q2	$25.1M	Buy	605,108 +18,577	+3%	+$763K	2.37%	11
2025 Q1	$24.5M	Buy	586,531 +138,833	+31%	+$5.78M	2.61%	10
2024 Q4	$18.2M	Buy	+447,698	New	+$19.4M	1.9%	12

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

Means Investment Company's XLRE Position: Q1 2026 in Review

Means Investment Company reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 22% in Q1 2026, selling an estimated $182K and leaving 15,172 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #114.

Means Investment Company first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.9M in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Means Investment Company held 15,172 shares of State Street Real Estate Select Sector SPDR ETF worth $619K as of Q1 2026.
Means Investment Company sold 4,351 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $182K.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Means Investment Company's portfolio in Q1 2026, its #114 holding.
Means Investment Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Means Investment Company's State Street Real Estate Select Sector SPDR ETF position peaked at $28.9M in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.