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 Q2	$60.4M	Buy	1,371,599 +187,949	+16%	+$8.26M	0.02%	829
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 $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's XLRE Position: Q2 2026 in Review

Raymond James Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 16% in Q2 2026, buying an estimated $8.26M and bringing the position to 1,371,599 shares worth $60.4M. The position accounts for 0.02% of the portfolio, ranked #829.

Raymond James Financial first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Raymond James Financial held 1,371,599 shares of State Street Real Estate Select Sector SPDR ETF worth $60.4M as of Q2 2026.
Raymond James Financial bought 187,949 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $8.26M.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #829 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 7 quarters since.
804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.