American Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

American Financial 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	$10.6M	Buy	241,154 +2,437	+1%	+$107K	1.28%	24
2026 Q1	$9.75M	Sell	238,717 -4,532	-2%	-$190K	1.3%	23
2025 Q4	$9.82M	Sell	243,249 -10,229	-4%	-$421K	1.27%	22
2025 Q3	$10.7M	Sell	253,478 -23,876	-9%	-$999K	1.38%	20
2025 Q2	$11.5M	Sell	277,354 -10,720	-4%	-$440K	1.6%	19
2025 Q1	$12.1M	Sell	288,074 -5,727	-2%	-$239K	1.75%	19
2024 Q4	$11.9M	Sell	293,801 -5,271	-2%	-$228K	1.68%	19
2024 Q3	$13.4M	Sell	299,072 -7,494	-2%	-$316K	1.82%	20
2024 Q2	$11.8M	Buy	306,566 +10,312	+3%	+$388K	1.68%	21
2024 Q1	$11.7M	Buy	296,254 +1,304	+0.4%	+$50.7K	1.65%	21
2023 Q4	$11.8M	Sell	294,950 -1,351	-0.5%	-$48.5K	1.75%	20
2023 Q3	$10.1M	Buy	296,301 +13,751	+5%	+$509K	1.59%	22
2023 Q2	$10.6M	Buy	282,550 +15,844	+6%	+$584K	1.67%	21
2023 Q1	$9.97M	Sell	266,706 -3,396	-1%	-$130K	1.62%	21
2022 Q4	$9.97M	Buy	270,102 +1,294	+0.5%	+$47.8K	1.69%	21
2022 Q3	$9.68M	Buy	268,808 +1,360	+0.5%	+$57K	1.67%	22
2022 Q2	$10.9M	Sell	267,448 -1,214	-0.5%	-$54.1K	2.9%	14
2022 Q1	$13M	Sell	268,662 -11,022	-4%	-$517K	1.8%	22
2021 Q4	$14.5M	Buy	279,684 +9,942	+4%	+$478K	1.84%	22
2021 Q3	$12M	Sell	269,742 -20,100	-7%	-$934K	1.6%	24
2021 Q2	$12.8M	Buy	289,842 +21,195	+8%	+$909K	1.77%	22
2021 Q1	$10.6M	Buy	268,647 +42,060	+19%	+$1.58M	1.58%	23
2020 Q4	$8.28M	Buy	226,587 +8,547	+4%	+$310K	1.18%	28
2020 Q3	$7.69M	Sell	218,040 -9,774	-4%	-$348K	1.25%	27
2020 Q2	$7.93M	Buy	227,814 +10,089	+5%	+$341K	1.27%	27
2020 Q1	$7.41M	Buy	+217,725	New	+$8.13M	1.33%	29

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

American Financial Advisors's XLRE Position: Q2 2026 in Review

American Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1% in Q2 2026, buying an estimated $107K and bringing the position to 241,154 shares worth $10.6M. The position accounts for 1.28% of the portfolio, ranked #24.

American Financial Advisors first reported a position in XLRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.5M in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

American Financial Advisors held 241,154 shares of State Street Real Estate Select Sector SPDR ETF worth $10.6M as of Q2 2026.
American Financial Advisors bought 2,437 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $107K.
State Street Real Estate Select Sector SPDR ETF made up 1.28% of American Financial Advisors's portfolio in Q2 2026, its #24 holding.
American Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
American Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $14.5M in Q4 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.