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 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 $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

MTM Investment Management's XLRE Position: Q1 2026 in Review

MTM Investment Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 456 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #443.

MTM Investment Management first reported a position in XLRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $57K in Q4 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

MTM Investment Management held 456 shares of State Street Real Estate Select Sector SPDR ETF worth $18.6K as of Q1 2026.
MTM Investment Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of MTM Investment Management's portfolio in Q1 2026, its #443 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 22 quarters since.
MTM Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $57K in Q4 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.