Salomon & Ludwin’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Salomon & Ludwin’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	$4.08K	Hold	98	–	–	﹤0.01%	1810
2025 Q4	$3.96K	Hold	98	–	–	﹤0.01%	1858
2025 Q3	$4.12K	Hold	98	–	–	﹤0.01%	1805
2025 Q2	$4.09K	Hold	98	–	–	﹤0.01%	587
2025 Q1	$4.1K	Hold	98	–	–	﹤0.01%	533
2024 Q4	$3.99K	Hold	98	–	–	﹤0.01%	534
2024 Q3	$4.38K	Hold	98	–	–	﹤0.01%	536
2024 Q2	$3.76K	Sell	98 -328	-77%	-$12.4K	﹤0.01%	548
2024 Q1	$16.8K	Buy	426 +328	+335%	+$12.8K	﹤0.01%	493
2023 Q4	$7.5K	Hold	98	–	–	﹤0.01%	530
2023 Q3	$7.5K	Buy	+98	New	+$3.63K	﹤0.01%	528

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

Salomon & Ludwin's XLRE Position: Q1 2026 in Review

Salomon & Ludwin held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 98 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Salomon & Ludwin first reported a position in XLRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q1 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Salomon & Ludwin held 98 shares of State Street Real Estate Select Sector SPDR ETF worth $4.08K as of Q1 2026.
Salomon & Ludwin left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1810 holding.
Salomon & Ludwin first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's State Street Real Estate Select Sector SPDR ETF position peaked at $16.8K in Q1 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.