Ayalon Insurance Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ayalon Insurance Company’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	$4.35M	Sell	98,780 -9,099	-8%	-$400K	0.53%	36
2026 Q1	$4.41M	Hold	107,879	–	–	0.9%	28
2025 Q4	$4.35M	Sell	107,879 -23,000	-18%	-$947K	1.06%	25
2025 Q3	$5.51M	Buy	130,879 +29,534	+29%	+$1.24M	1.39%	20
2025 Q2	$4.2M	Hold	101,345	–	–	1.21%	27
2025 Q1	$4.24M	Sell	101,345 -34,259	-25%	-$1.43M	1.37%	22
2024 Q4	$5.51M	Hold	135,604	–	–	1.7%	19
2024 Q3	$6.06M	Buy	135,604 +19,371	+17%	+$816K	1.89%	18
2024 Q2	$4.46M	Sell	116,233 -3,754	-3%	-$141K	1.47%	22
2024 Q1	$4.74M	Sell	119,987 -42,800	-26%	-$1.66M	1.58%	20
2023 Q4	$6.52M	Hold	162,787	–	–	2.37%	12
2023 Q3	$5.55M	Hold	162,787	–	–	2.34%	11
2023 Q2	$6.13M	Buy	162,787 +127,069	+356%	+$4.69M	2.56%	11
2023 Q1	$1.33M	Buy	35,718 +33,318	+1,388%	+$1.28M	0.58%	45
2022 Q4	$89K	Hold	2,400	–	–	0.04%	86
2022 Q3	$86K	Buy	+2,400	New	+$101K	0.04%	88
2021 Q4	–	Sell	-43,340	Closed	-$1.95M	–	136
2021 Q3	$1.95M	Hold	43,340	–	–	0.7%	41
2021 Q2	$1.93M	Buy	+43,340	New	+$1.86M	0.64%	47
2021 Q1	–	Sell	-2,808	Closed	-$103K	–	168
2020 Q4	$103K	Hold	2,808	–	–	0.05%	110
2020 Q3	$100K	Hold	2,808	–	–	0.05%	84
2020 Q2	$100K	Sell	2,808 -1,449	-34%	-$49K	0.06%	83
2020 Q1	$124K	Buy	4,257 +1,163	+38%	+$43.4K	0.09%	66
2019 Q4	$120K	Sell	3,094 -35,400	-92%	-$1.37M	0.07%	71
2019 Q3	$1.5M	Buy	38,494 +34,590	+886%	+$1.33M	1.01%	28
2019 Q2	$143K	Hold	3,904	–	–	0.1%	61
2019 Q1	$141K	Hold	3,904	–	–	0.1%	60
2018 Q4	$121K	Hold	3,904	–	–	0.1%	59
2018 Q3	$126K	Sell	3,904 -1	-0%	-$33	0.1%	58
2018 Q2	$128K	Buy	3,905 +3,904	+390,400%	+$122K	0.11%	54
2018 Q1	$0	Sell	1 -23,800	-100%	-$739K	﹤0.01%	49
2017 Q4	$784K	Buy	+23,801	New	+$785K	0.64%	30

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

Ayalon Insurance Company's XLRE Position: Q2 2026 in Review

Ayalon Insurance Company reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.4% in Q2 2026, selling an estimated $400K and leaving 98,780 shares worth $4.35M. The position accounts for 0.53% of the portfolio, ranked #36.

Ayalon Insurance Company first reported a position in XLRE in Q4 2017 and has held it in 31 quarters since. The position peaked at $6.52M in Q4 2023. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Ayalon Insurance Company held 98,780 shares of State Street Real Estate Select Sector SPDR ETF worth $4.35M as of Q2 2026.
Ayalon Insurance Company sold 9,099 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $400K.
State Street Real Estate Select Sector SPDR ETF made up 0.53% of Ayalon Insurance Company's portfolio in Q2 2026, its #36 holding.
Ayalon Insurance Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
Ayalon Insurance Company's State Street Real Estate Select Sector SPDR ETF position peaked at $6.52M in Q4 2023.
370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.