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

Aspect 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	$7.15M	Buy	162,495 +17,292	+12%	+$760K	2.67%	11
2026 Q1	$5.93M	Buy	145,203 +5,951	+4%	+$249K	2.42%	14
2025 Q4	$5.62M	Buy	139,252 +16,490	+13%	+$679K	2.46%	13
2025 Q3	$5.17M	Buy	122,762 +3,195	+3%	+$134K	2.35%	12
2025 Q2	$4.95M	Buy	119,567 +3,837	+3%	+$158K	2.44%	12
2025 Q1	$4.84M	Sell	115,730 -3,253	-3%	-$136K	2.77%	11
2024 Q4	$4.84M	Sell	118,983 -468	-0.4%	-$20.3K	2.79%	9
2024 Q3	$5.34M	Sell	119,451 -2,503	-2%	-$105K	2.99%	9
2024 Q2	$4.68M	Buy	121,954 +3,576	+3%	+$135K	2.79%	8
2024 Q1	$4.68M	Buy	118,378 +5,250	+5%	+$204K	3.69%	7
2023 Q4	$4.53M	Buy	+113,128	New	+$4.06M	2.92%	6

Other funds holding XLRE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Aspect Partners's XLRE Position: Q2 2026 in Review

Aspect Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, buying an estimated $760K and bringing the position to 162,495 shares worth $7.15M. The position accounts for 2.67% of the portfolio, ranked #11.

Aspect Partners first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 157 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Aspect Partners held 162,495 shares of State Street Real Estate Select Sector SPDR ETF worth $7.15M as of Q2 2026.
Aspect Partners bought 17,292 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $760K.
State Street Real Estate Select Sector SPDR ETF made up 2.67% of Aspect Partners's portfolio in Q2 2026, its #11 holding.
Aspect Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
157 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.