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 Q2	$4.33K	Hold	98	–	–	﹤0.01%	1855
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 $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

Salomon & Ludwin's XLRE Position: Q2 2026 in Review

Salomon & Ludwin held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 98 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Salomon & Ludwin first reported a position in XLRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.8K in Q1 2024. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Salomon & Ludwin held 98 shares of State Street Real Estate Select Sector SPDR ETF worth $4.33K as of Q2 2026.
Salomon & Ludwin left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1855 holding.
Salomon & Ludwin first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's State Street Real Estate Select Sector SPDR ETF position peaked at $16.8K in Q1 2024.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.