Raymond James Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Raymond James Financial’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	$48.3M	Sell	1,183,650 -48,937	-4%	-$2.05M	0.01%	870
2025 Q4	$49.7M	Sell	1,232,587 -26,612	-2%	-$1.1M	0.02%	826
2025 Q3	$53.1M	Buy	1,259,199 +74,767	+6%	+$3.13M	0.02%	773
2025 Q2	$49.1M	Buy	1,184,432 +28,337	+2%	+$1.16M	0.02%	765
2025 Q1	$48.4M	Sell	1,156,095 -98,258	-8%	-$4.09M	0.02%	742
2024 Q4	$51M	Buy	+1,254,353	New	+$54.3M	0.02%	712

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

Raymond James Financial's XLRE Position: Q1 2026 in Review

Raymond James Financial reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4% in Q1 2026, selling an estimated $2.05M and leaving 1,183,650 shares worth $48.3M. The position accounts for 0.01% of the portfolio, ranked #870.

Raymond James Financial first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.1M in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Raymond James Financial held 1,183,650 shares of State Street Real Estate Select Sector SPDR ETF worth $48.3M as of Q1 2026.
Raymond James Financial sold 48,937 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.05M.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #870 holding.
Raymond James Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $53.1M in Q3 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.