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Operose Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Operose 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 		– Sell
-65
Closed -$2.62K – 659
2025
Q4 		$2.62K Buy
+65
New +$2.67K ﹤0.01% 428

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Operose Advisors's XLRE Position: Q1 2026 in Review

Operose Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 65 shares — an estimated $2.62K sold.

Operose Advisors first reported a position in XLRE in Q4 2025 and held it in 1 quarter. The position peaked at $2.62K in Q4 2025. 759 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Operose Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 65 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.62K.
  • Operose Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Operose Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.62K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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