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Private Advisor Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Private Advisor Group’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 		$5.43M Sell
133,095
-248,825
-65% -$10.4M 0.03% 613
2025
Q4 		$15.4M Sell
381,920
-6,632
-2% -$273K 0.07% 282
2025
Q3 		$16.4M Sell
388,552
-28,421
-7% -$1.19M 0.08% 250
2025
Q2 		$17.3M Buy
416,973
+56,392
+16% +$2.32M 0.09% 220
2025
Q1 		$15.1M Buy
360,581
+193,335
+116% +$8.05M 0.09% 226
2024
Q4 		$6.8M Sell
167,246
-81,321
-33% -$3.52M 0.04% 428
2024
Q3 		$11.1M Buy
248,567
+144,912
+140% +$6.11M 0.07% 283
2024
Q2 		$3.98M Sell
103,655
-6,720
-6% -$253K 0.03% 572
2024
Q1 		$4.36M Sell
110,375
-40,101
-27% -$1.56M 0.03% 502
2023
Q4 		$6.03M Buy
150,476
+31,984
+27% +$1.15M 0.05% 366
2023
Q3 		$4.04M Sell
118,492
-36,035
-23% -$1.33M 0.04% 467
2023
Q2 		$5.82M Sell
154,527
-61,425
-28% -$2.27M 0.05% 350
2023
Q1 		$8.07M Sell
215,952
-31,140
-13% -$1.2M 0.08% 252
2022
Q4 		$315K Sell
247,092
-59,544
-19% -$2.2M 0.02% 731
2022
Q3 		$11M Sell
306,636
-61,498
-17% -$2.58M 0.13% 175
2022
Q2 		$15M Sell
368,134
-208,520
-36% -$9.3M 0.13% 158
2022
Q1 		$27.9M Buy
576,654
+201,103
+54% +$9.43M 0.21% 96
2021
Q4 		$19.5M Buy
375,551
+124,701
+50% +$6M 0.15% 141
2021
Q3 		$11.2M Buy
250,850
+57,515
+30% +$2.67M 0.07% 280
2021
Q2 		$8.57M Buy
193,335
+162,689
+531% +$6.97M 0.07% 262
2021
Q1 		$1.21M Buy
30,646
+10,571
+53% +$398K 0.01% 914
2020
Q4 		$734K Sell
20,075
-23,390
-54% -$849K 0.01% 1039
2020
Q3 		$1.53M Buy
43,465
+6,625
+18% +$236K 0.02% 642
2020
Q2 		$1.28M Sell
36,840
-20,000
-35% -$676K 0.02% 665
2020
Q1 		$1.76M Buy
56,840
+39,154
+221% +$1.46M 0.03% 479
2019
Q4 		$684K Buy
17,686
+3,164
+22% +$122K 0.01% 920
2019
Q3 		$571K Sell
14,522
-961
-6% -$36.9K 0.01% 1024
2019
Q2 		$569K Sell
15,483
-1,578
-9% -$57.6K 0.01% 983
2019
Q1 		$618K Buy
17,061
+2,850
+20% +$97.2K 0.01% 888
2018
Q4 		$441K Sell
14,211
-11,821
-45% -$383K 0.01% 885
2018
Q3 		$849K Buy
26,032
+3,983
+18% +$132K 0.02% 757
2018
Q2 		$718K Buy
22,049
+6,997
+46% +$219K 0.01% 607
2018
Q1 		$468K Sell
15,052
-3,398
-18% -$105K 0.02% 685
2017
Q4 		$604K Sell
18,450
-16,742
-48% -$552K 0.03% 578
2017
Q3 		$1.14M Buy
35,192
+16,990
+93% +$552K 0.03% 529
2017
Q2 		$573K Sell
18,202
-8,328
-31% -$267K 0.02% 766
2017
Q1 		$838K Sell
26,530
-8,190
-24% -$255K 0.02% 592
2016
Q4 		$1.06M Sell
34,720
-8,954
-21% -$274K 0.03% 487
2016
Q3 		$1.38M Buy
+43,674
New +$1.47M 0.06% 339

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 $377B AUM 19.32% 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 $6.84B AUM 17.28% 1-Year Est. Return

Private Advisor Group's XLRE Position: Q1 2026 in Review

Private Advisor Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 65% in Q1 2026, selling an estimated $10.4M and leaving 133,095 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #613.

Private Advisor Group first reported a position in XLRE in Q3 2016 and has held it in 39 quarters since. The position peaked at $27.9M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Private Advisor Group held 133,095 shares of State Street Real Estate Select Sector SPDR ETF worth $5.43M as of Q1 2026.
  • Private Advisor Group sold 248,825 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Private Advisor Group's portfolio in Q1 2026, its #613 holding.
  • Private Advisor Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
  • Private Advisor Group's State Street Real Estate Select Sector SPDR ETF position peaked at $27.9M in Q1 2022.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.