Monetary Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Monetary Management Group’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	$587K	Buy	14,368 +1,000	+7%	+$41.9K	0.14%	133
2025 Q4	$539K	Buy	13,368 +600	+5%	+$24.7K	0.12%	137
2025 Q3	$538K	Hold	12,768	–	–	0.12%	138
2025 Q2	$529K	Hold	12,768	–	–	0.13%	138
2025 Q1	$534K	Buy	12,768 +200	+2%	+$8.33K	0.14%	137
2024 Q4	$511K	Hold	12,568	–	–	0.13%	138
2024 Q3	$561K	Buy	12,568 +1,000	+9%	+$42.1K	0.14%	136
2024 Q2	$444K	Buy	11,568 +200	+2%	+$7.53K	0.12%	143
2024 Q1	$449K	Buy	11,368 +250	+2%	+$9.72K	0.13%	142
2023 Q4	$445K	Hold	11,118	–	–	0.14%	133
2023 Q3	$379K	Buy	11,118 +1,200	+12%	+$44.4K	0.13%	145
2023 Q2	$374K	Hold	9,918	–	–	0.11%	149
2023 Q1	$371K	Buy	9,918 +700	+8%	+$26.9K	0.11%	152
2022 Q4	$340K	Hold	9,218	–	–	0.11%	153
2022 Q3	$332K	Hold	9,218	–	–	0.11%	147
2022 Q2	$377K	Hold	9,218	–	–	0.12%	135
2022 Q1	$445K	Sell	9,218 -1,500	-14%	-$70.3K	0.12%	134
2021 Q4	$555K	Buy	10,718 +847	+9%	+$40.7K	0.14%	125
2021 Q3	$439K	Sell	9,871 -647	-6%	-$30.1K	0.12%	130
2021 Q2	$466K	Sell	10,518 -200	-2%	-$8.57K	0.14%	124
2021 Q1	$423K	Sell	10,718 -2,100	-16%	-$79K	0.13%	128
2020 Q4	$469K	Hold	12,818	–	–	0.15%	112
2020 Q3	$452K	Buy	12,818 +400	+3%	+$14.3K	0.16%	111
2020 Q2	$432K	Hold	12,418	–	–	0.16%	106
2020 Q1	$385K	Buy	12,418 +4,010	+48%	+$150K	0.17%	103
2019 Q4	$325K	Buy	8,408 +389	+5%	+$15K	0.12%	137
2019 Q3	$315K	Sell	8,019 -600	-7%	-$23K	0.12%	139
2019 Q2	$317K	Hold	8,619	–	–	0.12%	137
2019 Q1	$312K	Hold	8,619	–	–	0.12%	134
2018 Q4	$267K	Hold	8,619	–	–	0.12%	130
2018 Q3	$281K	Hold	8,619	–	–	0.11%	130
2018 Q2	$282K	Hold	8,619	–	–	0.12%	135
2018 Q1	$268K	Hold	8,619	–	–	0.11%	135
2017 Q4	$284K	Hold	8,619	–	–	0.11%	134
2017 Q3	$278K	Hold	8,619	–	–	0.12%	136
2017 Q2	$278K	Hold	8,619	–	–	0.11%	142
2017 Q1	$272K	Buy	8,619 +2,187	+34%	+$68.2K	0.12%	134
2016 Q4	$198K	Buy	6,432 +399	+7%	+$12.2K	0.09%	140
2016 Q3	$198K	Buy	+6,033	New	+$202K	0.09%	143

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

Monetary Management Group's XLRE Position: Q1 2026 in Review

Monetary Management Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.5% in Q1 2026, buying an estimated $41.9K and bringing the position to 14,368 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #133.

Monetary Management Group first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Monetary Management Group held 14,368 shares of State Street Real Estate Select Sector SPDR ETF worth $587K as of Q1 2026.
Monetary Management Group bought 1,000 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $41.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.14% of Monetary Management Group's portfolio in Q1 2026, its #133 holding.
Monetary Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.