Smartleaf Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Smartleaf Asset Management’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	$75.7K	Buy	1,882 +1,795	+2,063%	+$75.2K	﹤0.01%	1250
2025 Q4	$3.54K	Hold	87	–	–	﹤0.01%	2818
2025 Q3	$3.65K	Buy	87 +22	+34%	+$920	﹤0.01%	2469
2025 Q2	$2.67K	Hold	65	–	–	﹤0.01%	2249
2025 Q1	$2.69K	Hold	65	–	–	﹤0.01%	2391
2024 Q4	$2.62K	Hold	65	–	–	﹤0.01%	2457
2024 Q3	$2.88K	Buy	+65	New	+$2.74K	﹤0.01%	2354

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

Smartleaf Asset Management's XLRE Position: Q1 2026 in Review

Smartleaf Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2,063% in Q1 2026, buying an estimated $75.2K and bringing the position to 1,882 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Smartleaf Asset Management first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Smartleaf Asset Management held 1,882 shares of State Street Real Estate Select Sector SPDR ETF worth $75.7K as of Q1 2026.
Smartleaf Asset Management bought 1,795 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $75.2K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1250 holding.
Smartleaf Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.