UBS AM
XLRE icon

UBS AM’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

UBS AM’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 		$319K Sell
7,240
-97,526
-93% -$4.29M ﹤0.01% 2629
2026
Q1 		$4.28M Buy
104,766
+74,363
+245% +$3.12M ﹤0.01% 1647
2025
Q4 		$1.23M Buy
+30,403
New +$1.25M ﹤0.01% 2071
2019
Q4 		– Sell
-250,032
Closed -$9.84M – 2886
2019
Q3 		$9.84M Sell
250,032
-25,539
-9% -$980K 0.01% 963
2019
Q2 		$10.1M Buy
275,571
+14,955
+6% +$546K 0.01% 953
2019
Q1 		$9.44M Buy
260,616
+25,670
+11% +$876K 0.01% 948
2018
Q4 		$7.28M Buy
234,946
+3,716
+2% +$120K 0.01% 958
2018
Q3 		$7.54M Buy
231,230
+4,622
+2% +$153K 0.01% 1006
2018
Q2 		$7.41M Buy
226,608
+17,576
+8% +$550K 0.01% 1020
2018
Q1 		$6.5M Buy
209,032
+10,037
+5% +$312K 0.01% 1051
2017
Q4 		$6.55M Sell
198,995
-1,101
-0.6% -$36.3K 0.01% 1026
2017
Q3 		$6.45M Buy
200,096
+43,628
+28% +$1.42M 0.01% 1007
2017
Q2 		$5.04M Buy
156,468
+16,969
+12% +$543K ﹤0.01% 1036
2017
Q1 		$4.41M Buy
139,499
+139,488
+1,268,073% +$4.35M ﹤0.01% 1049
2016
Q4 		$0 Buy
+11
New +$337 ﹤0.01% 2679

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM's XLRE Position: Q2 2026 in Review

UBS AM reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 93% in Q2 2026, selling an estimated $4.29M and leaving 7,240 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

UBS AM first reported a position in XLRE in Q4 2016 and has held it in 15 quarters since. The position peaked at $10.1M in Q2 2019. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • UBS AM held 7,240 shares of State Street Real Estate Select Sector SPDR ETF worth $319K as of Q2 2026.
  • UBS AM sold 97,526 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $4.29M.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2629 holding.
  • UBS AM first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's State Street Real Estate Select Sector SPDR ETF position peaked at $10.1M in Q2 2019.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.