UBS Group
XLRE icon

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

UBS Group’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 		$83.9M Buy
2,055,098
+563,443
+38% +$23.6M 0.01% 1190
2025
Q4 		$60.2M Sell
1,491,655
-542,693
-27% -$22.3M 0.01% 1435
2025
Q3 		$85.7M Buy
2,034,348
+492,497
+32% +$20.6M 0.01% 1143
2025
Q2 		$63.9M Buy
1,541,851
+138,792
+10% +$5.7M 0.01% 1293
2025
Q1 		$58.7M Buy
1,403,059
+236,904
+20% +$9.87M 0.01% 1341
2024
Q4 		$47.4M Buy
1,166,155
+18,719
+2% +$810K 0.01% 1509
2024
Q3 		$51.3M Buy
1,147,436
+78,088
+7% +$3.29M 0.01% 1130
2024
Q2 		$41.1M Buy
1,069,348
+59,054
+6% +$2.22M 0.01% 1167
2024
Q1 		$39.9M Sell
1,010,294
-60,330
-6% -$2.35M 0.01% 1186
2023
Q4 		$42.9M Sell
1,070,624
-183,124
-15% -$6.58M 0.01% 1074
2023
Q3 		$42.7M Sell
1,253,748
-260,042
-17% -$9.62M 0.01% 959
2023
Q2 		$57.1M Buy
1,513,790
+67,254
+5% +$2.48M 0.02% 761
2023
Q1 		$54.1M Buy
1,446,536
+65,402
+5% +$2.51M 0.02% 737
2022
Q4 		$51M Buy
1,381,134
+127,191
+10% +$4.69M 0.02% 789
2022
Q3 		$45.2M Buy
1,253,943
+20,891
+2% +$875K 0.02% 743
2022
Q2 		$50.4M Buy
1,233,052
+31,915
+3% +$1.42M 0.02% 731
2022
Q1 		$58M Buy
1,201,137
+12,004
+1% +$563K 0.02% 764
2021
Q4 		$61.6M Buy
1,189,133
+139,168
+13% +$6.7M 0.02% 841
2021
Q3 		$46.7M Buy
1,049,965
+201,812
+24% +$9.38M 0.01% 905
2021
Q2 		$37.6M Buy
848,153
+124,982
+17% +$5.36M 0.01% 1028
2021
Q1 		$28.6M Buy
723,171
+8,311
+1% +$313K 0.01% 1195
2020
Q4 		$26.1M Sell
714,860
-74,006
-9% -$2.68M 0.01% 1169
2020
Q3 		$27.8M Sell
788,866
-48,290
-6% -$1.72M 0.01% 964
2020
Q2 		$29.1M Sell
837,156
-26,909
-3% -$909K 0.01% 869
2020
Q1 		$26.8M Buy
864,065
+247,263
+40% +$9.23M 0.01% 843
2019
Q4 		$23.9M Sell
616,802
-93,788
-13% -$3.63M 0.01% 1249
2019
Q3 		$28M Buy
710,590
+154,889
+28% +$5.94M 0.01% 1016
2019
Q2 		$20.4M Buy
555,701
+28,340
+5% +$1.04M 0.01% 1205
2019
Q1 		$19.1M Buy
527,361
+18,323
+4% +$625K 0.01% 1169
2018
Q4 		$15.8M Buy
509,038
+8,408
+2% +$273K 0.01% 1248
2018
Q3 		$16.3M Sell
500,630
-11,486
-2% -$381K 0.01% 1362
2018
Q2 		$16.8M Sell
512,116
-242,804
-32% -$7.59M 0.01% 1304
2018
Q1 		$23.5M Buy
754,920
+250,142
+50% +$7.77M 0.01% 1039
2017
Q4 		$16.6M Sell
504,778
-22,786
-4% -$752K 0.01% 1315
2017
Q3 		$17M Sell
527,564
-29,199
-5% -$948K 0.01% 1213
2017
Q2 		$17.9M Sell
556,763
-108,204
-16% -$3.46M 0.01% 1106
2017
Q1 		$21M Sell
664,967
-138,381
-17% -$4.32M 0.01% 1006
2016
Q4 		$24.7M Sell
803,348
-813,575
-50% -$24.9M 0.01% 905
2016
Q3 		$53M Buy
1,616,923
+1,616,023
+179,558% +$54.2M 0.03% 501
2016
Q2 		$30K Buy
+900
New +$28.9K ﹤0.01% 5940
2016
Q1 		– Sell
-100
Closed -$3K – 8258
2015
Q4 		$3K Buy
+100
New +$3.06K ﹤0.01% 7902

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

UBS Group's XLRE Position: Q1 2026 in Review

UBS Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 38% in Q1 2026, buying an estimated $23.6M and bringing the position to 2,055,098 shares worth $83.9M. The position accounts for 0.01% of the portfolio, ranked #1190.

UBS Group first reported a position in XLRE in Q4 2015 and has held it in 41 quarters since. The position peaked at $85.7M in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • UBS Group held 2,055,098 shares of State Street Real Estate Select Sector SPDR ETF worth $83.9M as of Q1 2026.
  • UBS Group bought 563,443 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $23.6M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1190 holding.
  • UBS Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2015 and has held it in 41 quarters since.
  • UBS Group's State Street Real Estate Select Sector SPDR ETF position peaked at $85.7M in Q3 2025.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.