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

Arax Advisory 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	$1.81M	Buy	41,076 +39,305	+2,219%	+$1.73M	0.01%	897
2026 Q1	$72.3K	Sell	1,771 -152	-8%	-$6.37K	﹤0.01%	1527
2025 Q4	$77.6K	Buy	+1,923	New	+$79.1K	﹤0.01%	1428
2025 Q3	–	Sell	-3,202	Closed	-$133K	–	4342
2025 Q2	$133K	Sell	3,202 -2,980	-48%	-$122K	0.01%	816
2025 Q1	$259K	Sell	6,182 -847	-12%	-$35.3K	0.02%	468
2024 Q4	$286K	Buy	7,029 +6,342	+923%	+$274K	0.02%	414
2024 Q3	$30.7K	Buy	687 +600	+690%	+$25.3K	﹤0.01%	913
2024 Q2	$3.34K	Hold	87	–	–	﹤0.01%	1772
2024 Q1	$3.44K	Hold	87	–	–	﹤0.01%	970
2023 Q4	$3.49K	Hold	87	–	–	﹤0.01%	953
2023 Q3	$2.96K	Sell	87 -1,184	-93%	-$43.8K	﹤0.01%	963
2023 Q2	$47.9K	Buy	1,271 +114	+10%	+$4.21K	0.01%	470
2023 Q1	$43.3K	Buy	1,157 +8	+0.7%	+$307	0.01%	482
2022 Q4	$42.4K	Buy	1,149 +13	+1%	+$480	0.01%	470
2022 Q3	$41K	Buy	1,136 +11	+1%	+$461	0.01%	460
2022 Q2	$46K	Buy	+1,125	New	+$50.2K	0.01%	437
2021 Q4	–	Sell	-26	Closed	-$1K	–	1199
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	958
2021 Q2	$1K	Buy	+26	New	+$1.11K	﹤0.01%	908
2017 Q2	–	Sell	-62	Closed	-$1K	–	538
2017 Q1	$1K	Hold	62	–	–	﹤0.01%	523
2016 Q4	$2K	Buy	+62	New	+$1.9K	﹤0.01%	496

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

Arax Advisory Partners's XLRE Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2,219% in Q2 2026, buying an estimated $1.73M and bringing the position to 41,076 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #897.

Arax Advisory Partners first reported a position in XLRE in Q4 2016 and has held it in 20 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Arax Advisory Partners held 41,076 shares of State Street Real Estate Select Sector SPDR ETF worth $1.81M as of Q2 2026.
Arax Advisory Partners bought 39,305 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.73M.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #897 holding.
Arax Advisory Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 20 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.