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

Avestar 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	$316K	Hold	7,187	–	–	0.02%	462
2026 Q1	$293K	Hold	7,187	–	–	0.02%	445
2025 Q4	$290K	Buy	+7,187	New	+$296K	0.02%	415
2025 Q2	–	Sell	-13,458	Closed	-$563K	–	530
2025 Q1	$563K	Buy	13,458 +6,230	+86%	+$260K	0.05%	272
2024 Q4	$294K	Buy	7,228 +158	+2%	+$6.84K	0.03%	389
2024 Q3	$316K	Hold	7,070	–	–	0.03%	336
2024 Q2	$272K	Buy	+7,070	New	+$266K	0.03%	355
2022 Q2	–	Sell	-10,698	Closed	-$517K	–	409
2022 Q1	$517K	Hold	10,698	–	–	0.08%	224
2021 Q4	$554K	Buy	10,698 +3,456	+48%	+$166K	0.07%	242
2021 Q3	$322K	Buy	7,242 +93	+1%	+$4.32K	0.04%	326
2021 Q2	$317K	Buy	+7,149	New	+$306K	0.04%	316
2018 Q4	–	Sell	-930	Closed	-$29K	–	1019
2018 Q3	$29K	Hold	930	–	–	0.02%	330
2018 Q2	$29K	Buy	930 +810	+675%	+$25.3K	0.02%	324
2018 Q1	$3K	Sell	120 -121	-50%	-$3.76K	﹤0.01%	615
2017 Q4	$6K	Buy	+241	New	+$7.95K	﹤0.01%	534

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 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

Avestar Capital's XLRE Position: Q2 2026 in Review

Avestar Capital held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 7,187 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #462.

Avestar Capital first reported a position in XLRE in Q4 2017 and has held it in 15 quarters since. The position peaked at $563K in Q1 2025. 368 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Avestar Capital held 7,187 shares of State Street Real Estate Select Sector SPDR ETF worth $316K as of Q2 2026.
Avestar Capital left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #462 holding.
Avestar Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 15 quarters since.
Avestar Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $563K in Q1 2025.
368 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.