Americana Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Americana Partners’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	$329K	Sell	7,479 -953	-11%	-$41.9K	0.01%	464
2026 Q1	$344K	Hold	8,432	–	–	0.01%	402
2025 Q4	$340K	Buy	8,432 +99	+1%	+$4.07K	0.01%	382
2025 Q3	$351K	Buy	+8,333	New	+$349K	0.01%	361

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

Americana Partners's XLRE Position: Q2 2026 in Review

Americana Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $41.9K and leaving 7,479 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #464.

Americana Partners first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $351K in Q3 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Americana Partners held 7,479 shares of State Street Real Estate Select Sector SPDR ETF worth $329K as of Q2 2026.
Americana Partners sold 953 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $41.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #464 holding.
Americana Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Americana Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $351K in Q3 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.