MTM Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

MTM Investment Management’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	$17.4K	Sell	396 -60	-13%	-$2.64K	0.01%	470
2026 Q1	$18.6K	Hold	456	–	–	0.01%	443
2025 Q4	$18.4K	Buy	456 +1	+0.2%	+$41	0.01%	452
2025 Q3	$19.2K	Hold	455	–	–	0.01%	453
2025 Q2	$18.8K	Hold	455	–	–	0.01%	454
2025 Q1	$19.1K	Hold	455	–	–	0.01%	240
2024 Q4	$18.5K	Sell	455 -50	-10%	-$2.16K	0.01%	235
2024 Q3	$22K	Hold	505	–	–	0.01%	238
2024 Q2	$19.4K	Sell	505 -690	-58%	-$26K	0.01%	233
2024 Q1	$47.2K	Buy	1,195 +51	+4%	+$1.98K	0.02%	220
2023 Q4	$45.8K	Hold	1,144	–	–	0.02%	210
2023 Q3	$39K	Hold	1,144	–	–	0.02%	207
2023 Q2	$43.1K	Hold	1,144	–	–	0.02%	215
2023 Q1	$42.8K	Hold	1,144	–	–	0.02%	218
2022 Q4	$42.2K	Hold	1,144	–	–	0.02%	216
2022 Q3	$41K	Hold	1,144	–	–	0.02%	213
2022 Q2	$48K	Buy	1,144 +50	+5%	+$2.23K	0.03%	213
2022 Q1	$53K	Hold	1,094	–	–	0.03%	227
2021 Q4	$57K	Hold	1,094	–	–	0.03%	225
2021 Q3	$49K	Hold	1,094	–	–	0.03%	208
2021 Q2	$48K	Hold	1,094	–	–	0.03%	206
2021 Q1	$43K	Sell	1,094 -24	-2%	-$903	0.02%	201
2020 Q4	$41K	Buy	+1,118	New	+$40.6K	0.03%	187

Other funds holding XLRE

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

Morgan Stanley New York $1.89T AUM 35.08% 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

MTM Investment Management's XLRE Position: Q2 2026 in Review

MTM Investment Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q2 2026, selling an estimated $2.64K and leaving 396 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #470.

MTM Investment Management first reported a position in XLRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $57K in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

MTM Investment Management held 396 shares of State Street Real Estate Select Sector SPDR ETF worth $17.4K as of Q2 2026.
MTM Investment Management sold 60 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.64K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #470 holding.
MTM Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $57K in Q4 2021.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.