Zacks Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Zacks Investment Management’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	–	Sell	-5,025	Closed	-$205K	–	829
2026 Q1	$205K	Buy	+5,025	New	+$211K	﹤0.01%	673
2025 Q4	–	Sell	-6,187	Closed	-$261K	–	844
2025 Q3	$261K	Buy	6,187 +408	+7%	+$17.1K	﹤0.01%	609
2025 Q2	$239K	Buy	+5,779	New	+$237K	﹤0.01%	595
2022 Q2	–	Sell	-7,695	Closed	-$372K	–	666
2022 Q1	$372K	Buy	+7,695	New	+$361K	0.01%	485

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Zacks Investment Management's XLRE Position: Q2 2026 in Review

Zacks Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 5,025 shares — an estimated $205K sold.

Zacks Investment Management first reported a position in XLRE in Q1 2022 and held it in 4 quarters. The position peaked at $372K in Q1 2022. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Zacks Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 5,025 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $205K.
Zacks Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Zacks Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $372K in Q1 2022.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.