Advisor Resource Council’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advisor Resource Council’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	$872K	Buy	+19,683	New	+$866K	0.25%	84
2025 Q2	–	Sell	-32,900	Closed	-$1.27M	–	612
2025 Q1	$1.27M	Buy	+32,900	New	+$1.37M	0.1%	207
2024 Q4	–	Sell	-18,428	Closed	-$823K	–	285
2024 Q3	$823K	Buy	+18,428	New	+$776K	0.37%	67
2024 Q2	–	Sell	-9,371	Closed	-$375K	–	238
2024 Q1	$375K	Sell	9,371 -44,786	-83%	-$1.74M	0.16%	145
2023 Q4	$2.17M	Buy	+54,157	New	+$1.94M	0.25%	96
2023 Q2	–	Sell	-55,312	Closed	-$2.07M	–	276
2023 Q1	$2.07M	Buy	55,312 +43,892	+384%	+$1.69M	0.52%	45
2022 Q4	$422K	Sell	11,420 -1,589	-12%	-$58.6K	0.2%	87
2022 Q3	$468K	Sell	13,009 -414,738	-97%	-$17.4M	0.32%	85
2022 Q2	$17.5M	Buy	427,747 +315,342	+281%	+$14.1M	1.62%	11
2022 Q1	$5.43M	Sell	112,405 -208,819	-65%	-$9.79M	1.63%	12
2021 Q4	$16.6M	Buy	321,224 +253,966	+378%	+$12.2M	1.29%	14
2021 Q3	$2.99M	Sell	67,258 -148,023	-69%	-$6.88M	0.91%	25
2021 Q2	$9.54M	Buy	+215,281	New	+$9.23M	1%	20

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

Advisor Resource Council's XLRE Position: Q2 2026 in Review

Advisor Resource Council opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 19,683 shares worth $872K. The stake represents 0.25% of the portfolio and ranks #84 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in XLRE as recently as Q1 2025.

Advisor Resource Council first reported a position in XLRE in Q2 2021 and has held it in 13 quarters since. The position peaked at $17.5M in Q2 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Advisor Resource Council held 19,683 shares of State Street Real Estate Select Sector SPDR ETF worth $872K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Advisor Resource Council position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Advisor Resource Council's portfolio in Q2 2026, its #84 holding.
Advisor Resource Council first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Advisor Resource Council's State Street Real Estate Select Sector SPDR ETF position peaked at $17.5M in Q2 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.