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Moneta Group Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Moneta Group Investment Advisors’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 		$916K Buy
20,809
+2,435
+13% +$107K 0.01% 412
2026
Q1 		$750K Sell
18,374
-2,037
-10% -$85.4K 0.01% 418
2025
Q4 		$824K Buy
20,411
+436
+2% +$17.9K 0.01% 394
2025
Q3 		$842K Sell
19,975
-137
-0.7% -$5.73K 0.01% 382
2025
Q2 		$833K Sell
20,112
-638
-3% -$26.2K 0.01% 336
2025
Q1 		$868K Sell
20,750
-1,888
-8% -$78.6K 0.01% 307
2024
Q4 		$921K Buy
22,638
+3
+0% +$130 0.01% 295
2024
Q3 		$1.01M Sell
22,635
-538
-2% -$22.7K 0.01% 278
2024
Q2 		$890K Buy
23,173
+1,176
+5% +$44.3K 0.01% 283
2024
Q1 		$870K Sell
21,997
-995
-4% -$38.7K 0.01% 284
2023
Q4 		$921K Sell
22,992
-380
-2% -$13.6K 0.02% 252
2023
Q3 		$796K Buy
23,372
+327
+1% +$12.1K 0.02% 251
2023
Q2 		$869K Sell
23,045
-633
-3% -$23.3K 0.02% 244
2023
Q1 		$885K Buy
23,678
+1,482
+7% +$56.9K 0.02% 228
2022
Q4 		$901K Buy
22,196
+869
+4% +$32.1K 0.02% 213
2022
Q3 		$768K Sell
21,327
-675
-3% -$28.3K 0.03% 212
2022
Q2 		$899K Buy
22,002
+7,081
+47% +$316K 0.03% 216
2022
Q1 		$721K Sell
14,921
-76
-0.5% -$3.56K 0.03% 244
2021
Q4 		$777K Sell
14,997
-301
-2% -$14.5K 0.03% 238
2021
Q3 		$680K Buy
15,298
+793
+5% +$36.9K 0.03% 238
2021
Q2 		$643K Buy
14,505
+71
+0.5% +$3.04K 0.03% 248
2021
Q1 		$570K Buy
+14,434
New +$543K 0.03% 240
2018
Q3 		– Sell
-1,131
Closed -$37K – 385
2018
Q2 		$37K Buy
+1,131
New +$35.4K ﹤0.01% 330

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

Moneta Group Investment Advisors's XLRE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 20,809 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #412.

Moneta Group Investment Advisors first reported a position in XLRE in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2024. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Moneta Group Investment Advisors held 20,809 shares of State Street Real Estate Select Sector SPDR ETF worth $916K as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,435 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Moneta Group Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.