Bar Harbor Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bar Harbor Wealth 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	$3.19M	Sell	72,357 -2,532	-3%	-$111K	0.17%	110
2026 Q1	$3.06M	Sell	74,889 -239	-0.3%	-$10K	0.18%	108
2025 Q4	$3.03M	Buy	75,128 +605	+0.8%	+$24.9K	0.18%	110
2025 Q3	$3.14M	Buy	74,523 +397	+0.5%	+$16.6K	0.19%	105
2025 Q2	$3.07M	Sell	74,126 -142	-0.2%	-$5.83K	0.2%	104
2025 Q1	$3.11M	Sell	74,268 -67	-0.1%	-$2.79K	0.21%	101
2024 Q4	$3.02M	Buy	74,335 +2,631	+4%	+$114K	0.2%	104
2024 Q3	$3.2M	Buy	71,704 +694	+1%	+$29.2K	0.2%	105
2024 Q2	$2.73M	Buy	71,010 +305	+0.4%	+$11.5K	0.18%	109
2024 Q1	$2.79M	Buy	70,705 +2,393	+4%	+$93.1K	0.19%	116
2023 Q4	$2.74M	Buy	68,312 +1,980	+3%	+$71.1K	0.2%	107
2023 Q3	$2.26M	Buy	66,332 +267	+0.4%	+$9.88K	0.18%	111
2023 Q2	$2.49M	Buy	66,065 +75	+0.1%	+$2.77K	0.19%	107
2023 Q1	$2.47M	Sell	65,990 -245	-0.4%	-$9.41K	0.2%	105
2022 Q4	$2.45M	Buy	66,235 +1,883	+3%	+$69.5K	0.2%	105
2022 Q3	$2.32M	Sell	64,352 -3,046	-5%	-$128K	0.2%	102
2022 Q2	$2.75M	Sell	67,398 -245	-0.4%	-$10.9K	0.22%	101
2022 Q1	$3.27M	Sell	67,643 -800	-1%	-$37.5K	0.29%	74
2021 Q4	$3.55M	Sell	68,443 -342	-0.5%	-$16.5K	0.3%	73
2021 Q3	$3.06M	Sell	68,785 -336	-0.5%	-$15.6K	0.29%	70
2021 Q2	$3.06M	Buy	69,121 +581	+0.8%	+$24.9K	0.28%	69
2021 Q1	$2.71M	Sell	68,540 -417	-0.6%	-$15.7K	0.26%	76
2020 Q4	$2.52M	Buy	68,957 +140	+0.2%	+$5.08K	0.25%	78
2020 Q3	$2.43M	Buy	68,817 +1,283	+2%	+$45.7K	0.27%	79
2020 Q2	$2.35M	Sell	67,534 -1,979	-3%	-$66.9K	0.27%	79
2020 Q1	$2.15M	Buy	69,513 +6,183	+10%	+$231K	0.29%	77
2019 Q4	$2.45M	Sell	63,330 -6,132	-9%	-$237K	0.27%	81
2019 Q3	$2.73M	Buy	69,462 +4,228	+6%	+$162K	0.32%	73
2019 Q2	$2.4M	Buy	65,234 +517	+0.8%	+$18.9K	0.28%	85
2019 Q1	$2.34M	Sell	64,717 -185	-0.3%	-$6.31K	0.28%	80
2018 Q4	$2.01M	Buy	64,902 +2,233	+4%	+$72.4K	0.27%	82
2018 Q3	$2.04M	Sell	62,669 -191	-0.3%	-$6.34K	0.23%	94
2018 Q2	$2.06M	Sell	62,860 -876	-1%	-$27.4K	0.25%	90
2018 Q1	$1.98M	Sell	63,736 -1,723	-3%	-$53.5K	0.24%	92
2017 Q4	$2.16M	Sell	65,459 -1,298	-2%	-$42.8K	0.25%	82
2017 Q3	$2.15M	Sell	66,757 -330	-0.5%	-$10.7K	0.26%	80
2017 Q2	$2.16M	Sell	67,087 -927	-1%	-$29.7K	0.26%	78
2017 Q1	$2.15M	Sell	68,014 -14,131	-17%	-$441K	0.25%	78
2016 Q4	$2.53M	Sell	82,145 -3,426	-4%	-$105K	0.28%	77
2016 Q3	$2.81M	Buy	+85,571	New	+$2.87M	0.32%	70

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

Bar Harbor Wealth Management's XLRE Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.4% in Q2 2026, selling an estimated $111K and leaving 72,357 shares worth $3.19M. The position accounts for 0.17% of the portfolio, ranked #110.

Bar Harbor Wealth Management first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.55M in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Bar Harbor Wealth Management held 72,357 shares of State Street Real Estate Select Sector SPDR ETF worth $3.19M as of Q2 2026.
Bar Harbor Wealth Management sold 2,532 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
State Street Real Estate Select Sector SPDR ETF made up 0.17% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #110 holding.
Bar Harbor Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
Bar Harbor Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.55M in Q4 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.