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Stonebridge Capital Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stonebridge Capital Advisors’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 		$15.5M Buy
378,511
+9,482
+3% +$397K 1.08% 32
2025
Q4 		$14.9M Buy
369,029
+17,886
+5% +$736K 1.03% 33
2025
Q3 		$14.8M Buy
351,143
+10,518
+3% +$440K 1.06% 28
2025
Q2 		$14.1M Buy
340,625
+14,713
+5% +$604K 1.07% 30
2025
Q1 		$13.6M Buy
325,912
+6,544
+2% +$273K 1.11% 33
2024
Q4 		$13M Buy
319,368
+4,210
+1% +$182K 1.04% 33
2024
Q3 		$14.1M Buy
315,158
+8,030
+3% +$338K 1.15% 30
2024
Q2 		$11.8M Buy
307,128
+17,312
+6% +$652K 1.04% 31
2024
Q1 		$11.5M Buy
289,816
+141,063
+95% +$5.49M 1.03% 33
2023
Q4 		$5.96M Buy
148,753
+6,980
+5% +$251K 0.6% 54
2023
Q3 		$4.83M Buy
141,773
+8,181
+6% +$303K 0.53% 57
2023
Q2 		$5.04M Buy
133,592
+132,261
+9,937% +$4.88M 0.53% 57
2023
Q1 		$49.8K Buy
1,331
+914
+219% +$35.1K 0.01% 366
2022
Q4 		$15.4K Hold
417
– – ﹤0.01% 528
2022
Q3 		$15K Hold
417
– – ﹤0.01% 513
2022
Q2 		$17K Hold
417
– – ﹤0.01% 521
2022
Q1 		$20K Hold
417
– – ﹤0.01% 535
2021
Q4 		$22K Hold
417
– – ﹤0.01% 500
2021
Q3 		$19K Sell
417
-417
-50% -$19.4K ﹤0.01% 509
2021
Q2 		$34K Buy
834
+417
+100% +$17.9K ﹤0.01% 541
2021
Q1 		$16K Buy
+417
New +$15.7K ﹤0.01% 551
2020
Q3 		– Sell
-417
Closed -$15K – 730
2020
Q2 		$15K Hold
417
– – ﹤0.01% 440
2020
Q1 		$13K Hold
417
– – ﹤0.01% 454
2019
Q4 		$16K Sell
417
-441
-51% -$17.1K ﹤0.01% 487
2019
Q3 		$34K Buy
858
+441
+106% +$16.9K 0.01% 372
2019
Q2 		$15K Buy
+417
New +$15.2K ﹤0.01% 515

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Stonebridge Capital Advisors's XLRE Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.6% in Q1 2026, buying an estimated $397K and bringing the position to 378,511 shares worth $15.5M. The position accounts for 1.08% of the portfolio, ranked #32.

Stonebridge Capital Advisors first reported a position in XLRE in Q2 2019 and has held it in 26 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Stonebridge Capital Advisors held 378,511 shares of State Street Real Estate Select Sector SPDR ETF worth $15.5M as of Q1 2026.
  • Stonebridge Capital Advisors bought 9,482 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $397K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.08% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #32 holding.
  • Stonebridge Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and has held it in 26 quarters since.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.