Aureus Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Aureus Asset Management’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	$377K	Sell	8,572 -1,428	-14%	-$62.8K	0.02%	176
2026 Q1	$408K	Buy	+10,000	New	+$419K	0.03%	166

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

Aureus Asset Management's XLRE Position: Q2 2026 in Review

Aureus Asset Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $62.8K and leaving 8,572 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #176.

Aureus Asset Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $408K in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Aureus Asset Management held 8,572 shares of State Street Real Estate Select Sector SPDR ETF worth $377K as of Q2 2026.
Aureus Asset Management sold 1,428 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $62.8K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Aureus Asset Management's portfolio in Q2 2026, its #176 holding.
Aureus Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Aureus Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $408K in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.