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 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 $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

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

Zacks Investment Management's XLRE Position: Q1 2026 in Review

Zacks Investment Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 5,025 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in XLRE as recently as Q3 2025.

Zacks Investment Management first reported a position in XLRE in Q1 2022 and has held it in 4 quarters since. The position peaked at $372K in Q1 2022. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Zacks Investment Management held 5,025 shares of State Street Real Estate Select Sector SPDR ETF worth $205K as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new Zacks Investment Management position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #673 holding.
Zacks Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 4 quarters since.
Zacks Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $372K in Q1 2022.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.