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Wedbush Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wedbush Securities’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 		$341K Buy
+8,344
New +$350K 0.01% 841
2025
Q4 		– Sell
-8,258
Closed -$348K – 1260
2025
Q3 		$348K Buy
8,258
+2,375
+40% +$99.4K 0.01% 791
2025
Q2 		$244K Sell
5,883
-1,098
-16% -$45.1K 0.01% 945
2025
Q1 		$292K Buy
6,981
+41
+0.6% +$1.71K 0.01% 830
2024
Q4 		$282K Buy
6,940
+1,139
+20% +$49.3K 0.01% 847
2024
Q3 		$259K Buy
+5,801
New +$244K 0.01% 871
2024
Q2 		– Sell
-14,985
Closed -$592K – 1300
2024
Q1 		$592K Sell
14,985
-46,959
-76% -$1.83M 0.02% 581
2023
Q4 		$2.48M Buy
+61,944
New +$2.22M 0.11% 135
2023
Q3 		– Sell
-6,080
Closed -$229K – 1109
2023
Q2 		$229K Sell
6,080
-5,518
-48% -$204K 0.01% 876
2023
Q1 		$434K Sell
11,598
-97,244
-89% -$3.73M 0.02% 587
2022
Q4 		$4.02M Buy
108,842
+36,138
+50% +$1.33M 0.22% 70
2022
Q3 		$2.62M Buy
72,704
+52,811
+265% +$2.21M 0.15% 111
2022
Q2 		$813K Sell
19,893
-474
-2% -$21.1K 0.04% 347
2022
Q1 		$984K Sell
20,367
-48,449
-70% -$2.27M 0.05% 354
2021
Q4 		$3.56M Buy
68,816
+14,348
+26% +$690K 0.15% 103
2021
Q3 		$2.42M Buy
54,468
+725
+1% +$33.7K 0.11% 147
2021
Q2 		$2.38M Buy
53,743
+1,858
+4% +$79.7K 0.11% 150
2021
Q1 		$2.05M Buy
51,885
+4,746
+10% +$178K 0.11% 152
2020
Q4 		$1.72M Buy
47,139
+1,124
+2% +$40.8K 0.15% 142
2020
Q3 		$1.62M Buy
46,015
+25,377
+123% +$904K 0.16% 139
2020
Q2 		$718K Buy
20,638
+7,584
+58% +$256K 0.07% 301
2020
Q1 		$405K Sell
13,054
-3,409
-21% -$127K 0.05% 434
2019
Q4 		$637K Buy
16,463
+3,302
+25% +$128K 0.06% 377
2019
Q3 		$518K Sell
13,161
-837
-6% -$32.1K 0.05% 434
2019
Q2 		$515K Sell
13,998
-241
-2% -$8.8K 0.05% 428
2019
Q1 		$516K Buy
14,239
+4,205
+42% +$143K 0.06% 395
2018
Q4 		$311K Buy
10,034
+423
+4% +$13.7K 0.04% 526
2018
Q3 		$313K Buy
9,611
+897
+10% +$29.8K 0.04% 569
2018
Q2 		$285K Buy
+8,714
New +$273K 0.04% 574

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wedbush Securities's XLRE Position: Q1 2026 in Review

Wedbush Securities opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 8,344 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in XLRE as recently as Q3 2025.

Wedbush Securities first reported a position in XLRE in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.02M in Q4 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Wedbush Securities held 8,344 shares of State Street Real Estate Select Sector SPDR ETF worth $341K as of Q1 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Wedbush Securities position in Q1 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #841 holding.
  • Wedbush Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
  • Wedbush Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $4.02M in Q4 2022.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.