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	$18.4M	Buy	+450,000	New	+$18.9M	﹤0.01%	2686

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

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.