Advanced Asset Management Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advanced Asset Management Advisors’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	$17.5K	Hold	397	–	–	﹤0.01%	76
2026 Q1	$16.2K	Hold	397	–	–	﹤0.01%	70
2025 Q4	$16K	Hold	397	–	–	﹤0.01%	74
2025 Q3	$16.7K	Hold	397	–	–	﹤0.01%	76
2025 Q2	$16.4K	Buy	397 +24	+6%	+$986	﹤0.01%	77
2025 Q1	$15.6K	Sell	373 -16	-4%	-$666	﹤0.01%	77
2024 Q4	$15.8K	Hold	389	–	–	﹤0.01%	79
2024 Q3	$14.9K	Hold	389	–	–	﹤0.01%	81
2024 Q2	$14.9K	Hold	389	–	–	﹤0.01%	82
2024 Q1	$15.4K	Buy	389 +12	+3%	+$467	﹤0.01%	86
2023 Q4	$15.1K	Hold	377	–	–	﹤0.01%	87
2023 Q3	$12.8K	Hold	377	–	–	﹤0.01%	86
2023 Q2	$14.2K	Hold	377	–	–	﹤0.01%	85
2023 Q1	$14.1K	Hold	377	–	–	﹤0.01%	85
2022 Q4	$13.9K	Hold	377	–	–	﹤0.01%	148
2022 Q3	$14K	Hold	377	–	–	﹤0.01%	82
2022 Q2	$15K	Sell	377 -62	-14%	-$2.77K	﹤0.01%	81
2022 Q1	$21K	Hold	439	–	–	﹤0.01%	79
2021 Q4	$23K	Sell	439 -16	-4%	-$770	﹤0.01%	83
2021 Q3	$20K	Hold	455	–	–	﹤0.01%	86
2021 Q2	$20K	Hold	455	–	–	﹤0.01%	86
2021 Q1	$18K	Hold	455	–	–	﹤0.01%	89
2020 Q4	$17K	Buy	455 +2	+0.4%	+$73	﹤0.01%	88
2020 Q3	$16K	Hold	453	–	–	﹤0.01%	90
2020 Q2	$16K	Sell	453 -2,926	-87%	-$98.9K	﹤0.01%	89
2020 Q1	$105K	Sell	3,379 -550	-14%	-$20.5K	0.04%	92
2019 Q4	$152K	Buy	+3,929	New	+$152K	0.05%	92

Other funds holding XLRE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advanced Asset Management Advisors's XLRE Position: Q2 2026 in Review

Advanced Asset Management Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 397 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #76.

Advanced Asset Management Advisors first reported a position in XLRE in Q4 2019 and has held it in 27 quarters since. The position peaked at $152K in Q4 2019. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Advanced Asset Management Advisors held 397 shares of State Street Real Estate Select Sector SPDR ETF worth $17.5K as of Q2 2026.
Advanced Asset Management Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #76 holding.
Advanced Asset Management Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Advanced Asset Management Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $152K in Q4 2019.
122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.