Beacon Pointe Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beacon Pointe Advisors’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	$5.31M	Buy	120,513 +5,844	+5%	+$257K	0.02%	497
2026 Q1	$4.68M	Buy	114,669 +3,319	+3%	+$139K	0.02%	495
2025 Q4	$4.49M	Sell	111,350 -5,964	-5%	-$245K	0.03%	416
2025 Q3	$4.94M	Sell	117,314 -18,420	-14%	-$771K	0.04%	347
2025 Q2	$5.62M	Buy	135,734 +14,214	+12%	+$584K	0.06%	287
2025 Q1	$5.09M	Sell	121,520 -22,789	-16%	-$949K	0.06%	293
2024 Q4	$5.87M	Sell	144,309 -11,364	-7%	-$492K	0.07%	248
2024 Q3	$6.95M	Buy	155,673 +16,515	+12%	+$696K	0.08%	221
2024 Q2	$5.35M	Buy	139,158 +4,523	+3%	+$170K	0.06%	264
2024 Q1	$5.32M	Buy	134,635 +4,923	+4%	+$191K	0.06%	277
2023 Q4	$5.2M	Sell	129,712 -8,986	-6%	-$323K	0.06%	278
2023 Q3	$4.73M	Sell	138,698 -5,398	-4%	-$200K	0.06%	277
2023 Q2	$5.43M	Sell	144,096 -8,990	-6%	-$332K	0.09%	201
2023 Q1	$5.72M	Buy	153,086 +55,721	+57%	+$2.14M	0.1%	192
2022 Q4	$3.6M	Buy	97,365 +3,379	+4%	+$125K	0.07%	249
2022 Q3	$3.39M	Sell	93,986 -19,041	-17%	-$798K	0.08%	221
2022 Q2	$4.62M	Sell	113,027 -37,549	-25%	-$1.67M	0.1%	191
2022 Q1	$7.28M	Buy	+150,576	New	+$7.06M	0.1%	196

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

Beacon Pointe Advisors's XLRE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.1% in Q2 2026, buying an estimated $257K and bringing the position to 120,513 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #497.

Beacon Pointe Advisors first reported a position in XLRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.28M in Q1 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Beacon Pointe Advisors held 120,513 shares of State Street Real Estate Select Sector SPDR ETF worth $5.31M as of Q2 2026.
Beacon Pointe Advisors bought 5,844 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $257K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #497 holding.
Beacon Pointe Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Beacon Pointe Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $7.28M in Q1 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.