MGIA
XLRE icon

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
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 $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Moneta Group Investment Advisors's XLRE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q1 2026, selling an estimated $85.4K and leaving 18,374 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #418.

Moneta Group Investment Advisors first reported a position in XLRE in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.01M in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Moneta Group Investment Advisors held 18,374 shares of State Street Real Estate Select Sector SPDR ETF worth $750K as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,037 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $85.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #418 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 22 quarters since.
  • Moneta Group Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q3 2024.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.