Advisory Resource Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advisory Resource 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	$992K	Buy	22,535 +1,376	+7%	+$60.5K	0.15%	122
2026 Q1	$864K	Buy	21,159 +967	+5%	+$40.5K	0.15%	118
2025 Q4	$815K	Buy	20,192 +729	+4%	+$30K	0.14%	115
2025 Q3	$820K	Sell	19,463 -2,630	-12%	-$110K	0.15%	118
2025 Q2	$915K	Buy	22,093 +1,454	+7%	+$59.7K	0.18%	113
2025 Q1	$864K	Buy	20,639 +1,445	+8%	+$60.2K	0.18%	115
2024 Q4	$781K	Buy	19,194 +10,818	+129%	+$468K	0.17%	111
2024 Q3	$374K	Sell	8,376 -899	-10%	-$37.9K	0.08%	128
2024 Q2	$356K	Sell	9,275 -246	-3%	-$9.27K	0.08%	125
2024 Q1	$376K	Buy	9,521 +214	+2%	+$8.32K	0.09%	127
2023 Q4	$373K	Buy	9,307 +293	+3%	+$10.5K	0.09%	122
2023 Q3	$307K	Buy	9,014 +423	+5%	+$15.7K	0.08%	127
2023 Q2	$324K	Sell	8,591 -5,955	-41%	-$220K	0.09%	125
2023 Q1	$544K	Sell	14,546 -33,058	-69%	-$1.27M	0.15%	108
2022 Q4	$1.76M	Sell	47,604 -32,887	-41%	-$1.21M	0.52%	46
2022 Q3	$2.9M	Buy	80,491 +7,020	+10%	+$294K	0.96%	21
2022 Q2	$3M	Buy	73,471 +8,875	+14%	+$396K	0.98%	18
2022 Q1	$3.12M	Buy	64,596 +6,533	+11%	+$306K	0.97%	21
2021 Q4	$2.75M	Buy	+58,063	New	+$2.79M	0.92%	25
2021 Q3	–	Sell	-19,471	Closed	-$863K	–	164
2021 Q2	$863K	Buy	+19,471	New	+$835K	0.35%	56

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

Advisory Resource Group's XLRE Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.5% in Q2 2026, buying an estimated $60.5K and bringing the position to 22,535 shares worth $992K. The position accounts for 0.15% of the portfolio, ranked #122.

Advisory Resource Group first reported a position in XLRE in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q1 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Advisory Resource Group held 22,535 shares of State Street Real Estate Select Sector SPDR ETF worth $992K as of Q2 2026.
Advisory Resource Group bought 1,376 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $60.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Advisory Resource Group's portfolio in Q2 2026, its #122 holding.
Advisory Resource Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Advisory Resource Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.12M in Q1 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.