MIH
XLRE icon

Meitav Investment House’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Meitav Investment House’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 		$19.7M Hold
448,499
– – 0.13% 96
2026
Q1 		$18.3M Sell
448,499
-119,468
-21% -$5.01M 0.2% 71
2025
Q4 		$22.9M Hold
567,967
– – 0.26% 69
2025
Q3 		$23.9M Buy
567,967
+72
+0% +$3.01K 0.32% 65
2025
Q2 		$23.5M Hold
567,895
– – 0.32% 57
2025
Q1 		$23.8M Sell
567,895
-1,086,522
-66% -$45.3M 0.44% 56
2024
Q4 		$67.2M Sell
1,654,417
-838,874
-34% -$36.3M 1.13% 26
2024
Q3 		$111M Buy
2,493,291
+700,000
+39% +$29.5M 1.87% 16
2024
Q2 		$68.9M Buy
1,793,291
+1,200,000
+202% +$45.2M 1.23% 23
2024
Q1 		$23.5M Buy
593,291
+14
+0% +$544 0.46% 59
2023
Q4 		$23.8M Buy
593,277
+391,744
+194% +$14.1M 0.35% 76
2023
Q3 		$6.88M Sell
201,533
-1,072
-0.5% -$39.7K 0.11% 108
2023
Q2 		$7.59M Buy
202,605
+138,282
+215% +$5.1M 0.12% 113
2023
Q1 		$2.45M Buy
64,323
+1,034
+2% +$39.7K 0.04% 167
2022
Q4 		$2.37M Sell
63,289
-145
-0.2% -$5.35K 0.04% 174
2022
Q3 		$2.26M Hold
63,434
– – 0.04% 183
2022
Q2 		$2.59M Sell
63,434
-60,297
-49% -$2.69M 0.04% 173
2022
Q1 		$5.98M Sell
123,731
-150
-0.1% -$7.03K 0.09% 150
2021
Q4 		$6.41M Buy
123,881
+41,250
+50% +$1.98M 0.1% 146
2021
Q3 		$3.67M Buy
82,631
+11,386
+16% +$529K 0.06% 178
2021
Q2 		$3.16M Hold
71,245
– – 0.08% 150
2021
Q1 		$2.81K Buy
+71,245
New +$2.68M 0.08% 146
2020
Q4 		– Sell
-7,971
Closed -$282K – 474
2020
Q3 		$282K Hold
7,971
– – 0.01% 342
2020
Q2 		$278K Sell
7,971
-225,328
-97% -$7.62M 0.02% 325
2020
Q1 		$7.23M Buy
+233,299
New +$8.71M 0.54% 58
2018
Q4 		– Sell
-355,261
Closed -$11.4M – 455
2018
Q3 		$11.4M Buy
+355,261
New +$11.8M 0.56% 48

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

Meitav Investment House's XLRE Position: Q2 2026 in Review

Meitav Investment House held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 448,499 shares worth $19.7M. The position accounts for 0.13% of the portfolio, ranked #96.

Meitav Investment House first reported a position in XLRE in Q3 2018 and has held it in 26 quarters since. The position peaked at $111M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Meitav Investment House held 448,499 shares of State Street Real Estate Select Sector SPDR ETF worth $19.7M as of Q2 2026.
  • Meitav Investment House 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 0.13% of Meitav Investment House's portfolio in Q2 2026, its #96 holding.
  • Meitav Investment House first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and has held it in 26 quarters since.
  • Meitav Investment House's State Street Real Estate Select Sector SPDR ETF position peaked at $111M in Q3 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.