Morgan Stanley’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Morgan Stanley’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	$475M	Buy	10,788,663 +3,493,968	+48%	+$154M	0.03%	595
2026 Q1	$298M	Buy	7,294,695 +817,339	+13%	+$34.3M	0.02%	751
2025 Q4	$261M	Sell	6,477,356 -194,731	-3%	-$8.01M	0.02%	807
2025 Q3	$281M	Buy	6,672,087 +40,022	+0.6%	+$1.67M	0.02%	749
2025 Q2	$275M	Sell	6,632,065 -202,484	-3%	-$8.31M	0.02%	719
2025 Q1	$286M	Buy	6,834,549 +527,879	+8%	+$22M	0.02%	683
2024 Q4	$256M	Sell	6,306,670 -686,392	-10%	-$29.7M	0.02%	730
2024 Q3	$312M	Buy	6,993,062 +1,214,370	+21%	+$51.2M	0.02%	624
2024 Q2	$222M	Buy	5,778,692 +589,238	+11%	+$22.2M	0.02%	756
2024 Q1	$205M	Buy	5,189,454 +151,782	+3%	+$5.9M	0.02%	776
2023 Q4	$202M	Buy	5,037,672 +337,434	+7%	+$12.1M	0.02%	763
2023 Q3	$160M	Sell	4,700,238 -427,115	-8%	-$15.8M	0.02%	797
2023 Q2	$193M	Sell	5,127,353 -128,672	-2%	-$4.75M	0.02%	728
2023 Q1	$196M	Sell	5,256,025 -484,003	-8%	-$18.6M	0.02%	703
2022 Q4	$212M	Buy	5,740,028 +706,230	+14%	+$26.1M	0.02%	662
2022 Q3	$181M	Buy	5,033,798 +117,919	+2%	+$4.94M	0.02%	610
2022 Q2	$201M	Buy	4,915,879 +140,238	+3%	+$6.25M	0.03%	583
2022 Q1	$231M	Buy	4,775,641 +533,311	+13%	+$25M	0.03%	481
2021 Q4	$220M	Buy	4,242,330 +664,552	+19%	+$32M	0.03%	525
2021 Q3	$159M	Buy	3,577,778 +520,940	+17%	+$24.2M	0.02%	616
2021 Q2	$136M	Buy	3,056,838 +876,790	+40%	+$37.6M	0.02%	691
2021 Q1	$86.1M	Sell	2,180,048 -2,106,722	-49%	-$79.2M	0.01%	840
2020 Q4	$157M	Buy	4,286,770 +2,196,650	+105%	+$79.7M	0.02%	547
2020 Q3	$73.7M	Buy	2,090,120 +302,969	+17%	+$10.8M	0.01%	725
2020 Q2	$62.2M	Sell	1,787,151 -138,750	-7%	-$4.69M	0.01%	744
2020 Q1	$59.7M	Sell	1,925,901 -551,268	-22%	-$20.6M	0.02%	668
2019 Q4	$95.8M	Sell	2,477,169 -757,701	-23%	-$29.3M	0.02%	627
2019 Q3	$127M	Buy	3,234,870 +901,693	+39%	+$34.6M	0.03%	476
2019 Q2	$85.8M	Sell	2,333,177 -33,651	-1%	-$1.23M	0.02%	601
2019 Q1	$85.7M	Buy	2,366,828 +677,079	+40%	+$23.1M	0.02%	593
2018 Q4	$52.4M	Buy	1,689,749 +481,018	+40%	+$15.6M	0.02%	789
2018 Q3	$39.4M	Buy	1,208,731 +48,364	+4%	+$1.6M	0.01%	1123
2018 Q2	$38M	Sell	1,160,367 -1,569,770	-57%	-$49.1M	0.01%	1076
2018 Q1	$84.9M	Buy	2,730,137 +1,443,846	+112%	+$44.8M	0.02%	659
2017 Q4	$42.4M	Buy	1,286,291 +226,775	+21%	+$7.48M	0.01%	1063
2017 Q3	$34.2M	Buy	1,059,516 +6,959	+0.7%	+$226K	0.01%	1156
2017 Q2	$33.9M	Sell	1,052,557 -370,548	-26%	-$11.9M	0.01%	1140
2017 Q1	$45M	Sell	1,423,105 -819,512	-37%	-$25.6M	0.01%	977
2016 Q4	$69M	Sell	2,242,617 -375,186	-14%	-$11.5M	0.02%	699
2016 Q3	$85.8M	Buy	+2,617,803	New	+$87.8M	0.03%	582

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley's XLRE Position: Q2 2026 in Review

Morgan Stanley increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 48% in Q2 2026, buying an estimated $154M and bringing the position to 10,788,663 shares worth $475M. The position accounts for 0.03% of the portfolio, ranked #595.

Morgan Stanley first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Morgan Stanley held 10,788,663 shares of State Street Real Estate Select Sector SPDR ETF worth $475M as of Q2 2026.
Morgan Stanley bought 3,493,968 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $154M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #595 holding.
Morgan Stanley first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.