ZIG
XLRE icon

Zullo Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Zullo Investment 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 		$1.15M Sell
26,041
-2,078
-7% -$91.4K 0.39% 56
2026
Q1 		$1.15M Buy
28,119
+2,195
+8% +$92K 0.44% 52
2025
Q4 		$1.05M Buy
25,924
+30
+0.1% +$1.24K 0.38% 57
2025
Q3 		$1.09M Buy
25,894
+271
+1% +$11.3K 0.4% 55
2025
Q2 		$1.06M Sell
25,623
-691
-3% -$28.4K 0.43% 52
2025
Q1 		$1.1M Sell
26,314
-539
-2% -$22.5K 0.47% 53
2024
Q4 		$1.09M Sell
26,853
-865
-3% -$37.4K 0.44% 53
2024
Q3 		$1.24M Sell
27,718
-214
-0.8% -$9.02K 0.51% 48
2024
Q2 		$1.07M Sell
27,932
-604
-2% -$22.7K 0.47% 54
2024
Q1 		$1.13M Buy
28,536
+649
+2% +$25.2K 0.53% 48
2023
Q4 		$1.12M Sell
27,887
-722
-3% -$25.9K 0.57% 45
2023
Q3 		$975K Buy
28,609
+2,582
+10% +$95.5K 0.57% 45
2023
Q2 		$981K Buy
26,027
+188
+0.7% +$6.93K 0.56% 45
2023
Q1 		$966K Buy
25,839
+639
+3% +$24.5K 0.6% 43
2022
Q4 		$931K Buy
25,200
+1,810
+8% +$66.8K 0.57% 42
2022
Q3 		$842K Buy
23,390
+2,422
+12% +$101K 0.54% 43
2022
Q2 		$857K Buy
20,968
+2,208
+12% +$98.5K 0.54% 44
2022
Q1 		$906K Buy
18,760
+1,104
+6% +$51.7K 0.47% 49
2021
Q4 		$915K Buy
+17,656
New +$849K 0.47% 52

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Zullo Investment Group's XLRE Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.4% in Q2 2026, selling an estimated $91.4K and leaving 26,041 shares worth $1.15M. The position accounts for 0.39% of the portfolio, ranked #56.

Zullo Investment Group first reported a position in XLRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2024. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Zullo Investment Group held 26,041 shares of State Street Real Estate Select Sector SPDR ETF worth $1.15M as of Q2 2026.
  • Zullo Investment Group sold 2,078 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $91.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.39% of Zullo Investment Group's portfolio in Q2 2026, its #56 holding.
  • Zullo Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.24M in Q3 2024.
  • 799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.