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

Aptus Capital 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 		$513K Sell
11,657
-1,552
-12% -$68.2K ﹤0.01% 784
2026
Q1 		$539K Sell
13,209
-386
-3% -$16.2K ﹤0.01% 700
2025
Q4 		$549K Buy
13,595
+24
+0.2% +$988 ﹤0.01% 706
2025
Q3 		$572K Sell
13,571
-2,264
-14% -$94.7K ﹤0.01% 671
2025
Q2 		$656K Sell
15,835
-63,099
-80% -$2.59M 0.01% 619
2025
Q1 		$3.3M Sell
78,934
-20,461
-21% -$852K 0.03% 334
2024
Q4 		$4.04M Buy
99,395
+87,693
+749% +$3.79M 0.04% 303
2024
Q3 		$523K Buy
11,702
+1,753
+18% +$73.9K 0.01% 528
2024
Q2 		$382K Sell
9,949
-4,220
-30% -$159K 0.01% 564
2024
Q1 		$560K Buy
14,169
+6,292
+80% +$245K 0.01% 488
2023
Q4 		$316K Sell
7,877
-137
-2% -$4.92K 0.01% 460
2023
Q3 		$273K Buy
8,014
+7,229
+921% +$268K 0.01% 495
2023
Q2 		$29.6K Sell
785
-190
-19% -$7.01K ﹤0.01% 626
2023
Q1 		$36.4K Sell
975
-86,959
-99% -$3.34M ﹤0.01% 588
2022
Q4 		$3.25M Sell
87,934
-18,795
-18% -$694K 0.1% 169
2022
Q3 		$3.84M Buy
106,729
+106,003
+14,601% +$4.44M 0.09% 127
2022
Q2 		$30K Sell
726
-209
-22% -$9.32K ﹤0.01% 511
2022
Q1 		$45K Buy
+935
New +$43.8K ﹤0.01% 517

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's XLRE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, selling an estimated $68.2K and leaving 11,657 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Aptus Capital Advisors first reported a position in XLRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.04M in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Aptus Capital Advisors held 11,657 shares of State Street Real Estate Select Sector SPDR ETF worth $513K as of Q2 2026.
  • Aptus Capital Advisors sold 1,552 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $68.2K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #784 holding.
  • Aptus Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Aptus Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.04M in Q4 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.