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 Q2	$4.4M	Hold	100,000	–	–	﹤0.01%	4308
2026 Q1	$4.08M	Sell	100,000 -100,000	-50%	-$4.19M	﹤0.01%	4280
2025 Q4	$8.07M	Buy	+200,000	New	+$8.23M	﹤0.01%	3530

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group's XLRE Position: Q2 2026 in Review

UBS Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.2% in Q2 2026, buying an estimated $4.66M and bringing the position to 2,160,973 shares worth $95.1M. The position accounts for 0.01% of the portfolio, ranked #1158.

UBS Group first reported a position in XLRE in Q4 2015 and has held it in 42 quarters since. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

UBS Group held 2,160,973 shares of State Street Real Estate Select Sector SPDR ETF worth $95.1M as of Q2 2026.
UBS Group bought 105,875 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $4.66M.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1158 holding.
UBS Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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