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Apella Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Apella Capital’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 		$284K Sell
6,332
-127
-2% -$5.58K ﹤0.01% 594
2026
Q1 		$287K Buy
6,459
+429
+7% +$18K ﹤0.01% 567
2025
Q4 		$243K Buy
+6,030
New +$248K ﹤0.01% 483

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
AP
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

Apella Capital's XLRE Position: Q2 2026 in Review

Apella Capital reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2% in Q2 2026, selling an estimated $5.58K and leaving 6,332 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Apella Capital first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q1 2026. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Apella Capital held 6,332 shares of State Street Real Estate Select Sector SPDR ETF worth $284K as of Q2 2026.
  • Apella Capital sold 127 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.58K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #594 holding.
  • Apella Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $287K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.