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
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% 2680

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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return