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Plante Moran Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Plante Moran Financial 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
-172
Closed -$6.94K – 870
2025
Q4 		$6.94K Buy
172
+16
+10% +$658 ﹤0.01% 612
2025
Q3 		$6.57K Buy
+156
New +$6.53K ﹤0.01% 591
2024
Q2 		– Sell
-91
Closed -$3.6K – 898
2024
Q1 		$3.6K Buy
+91
New +$3.54K ﹤0.01% 717
2023
Q4 		– Sell
-5
Closed -$170 – 898
2023
Q3 		$170 Buy
+5
New +$185 ﹤0.01% 731
2020
Q4 		– Sell
-1,153
Closed -$41K – 1006
2020
Q3 		$41K Hold
1,153
– – 0.01% 354
2020
Q2 		$40K Sell
1,153
-290
-20% -$9.8K 0.02% 320
2020
Q1 		$45K Sell
1,443
-159
-10% -$5.94K 0.02% 272
2019
Q4 		$62K Sell
1,602
-772
-33% -$29.9K 0.02% 292
2019
Q3 		$93K Hold
2,374
– – 0.03% 248
2019
Q2 		$87K Hold
2,374
– – 0.03% 241
2019
Q1 		$86K Buy
2,374
+818
+53% +$27.9K 0.03% 237
2018
Q4 		$48K Buy
1,556
+450
+41% +$14.6K 0.02% 298
2018
Q3 		$36K Hold
1,106
– – 0.01% 358
2018
Q2 		$36K Sell
1,106
-135
-11% -$4.22K 0.02% 401
2018
Q1 		$39K Buy
1,241
+179
+17% +$5.56K 0.02% 403
2017
Q4 		$35K Hold
1,062
– – 0.02% 412
2017
Q3 		$34K Hold
1,062
– – 0.02% 388
2017
Q2 		$34K Hold
1,062
– – 0.02% 385
2017
Q1 		$34K Sell
1,062
-9
-0.8% -$281 0.02% 381
2016
Q4 		$33K Buy
1,071
+192
+22% +$5.88K 0.02% 399
2016
Q3 		$29K Buy
+879
New +$29.5K 0.02% 413

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Plante Moran Financial Advisors's XLRE Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 172 shares — an estimated $6.94K sold.

Plante Moran Financial Advisors first reported a position in XLRE in Q3 2016 and held it in 21 quarters. The position peaked at $93K in Q3 2019. 752 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 172 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $6.94K.
  • Plante Moran Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 21 quarters.
  • Plante Moran Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $93K in Q3 2019.
  • 752 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.