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

Beaumont Capital 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	$5.2M	Sell	117,994 -13,536	-10%	-$595K	6.01%	9
2026 Q1	$5.37M	Buy	131,530 +14,391	+12%	+$603K	6.63%	9
2025 Q4	$4.73M	Sell	117,139 -2,105	-2%	-$86.6K	5.83%	11
2025 Q3	$5.02M	Sell	119,244 -26,012	-18%	-$1.09M	3.34%	10
2025 Q2	$6.02M	Buy	145,256 +20,796	+17%	+$854K	4.12%	9
2025 Q1	$5.21M	Sell	124,460 -14,382	-10%	-$599K	3.84%	6
2024 Q4	$5.65M	Buy	138,842 +36,323	+35%	+$1.57M	4.35%	9
2024 Q3	$4.58M	Buy	102,519 +475	+0.5%	+$20K	3.36%	15
2024 Q2	$3.92M	Sell	102,044 -1,846	-2%	-$69.5K	3.06%	17
2024 Q1	$4.11M	Sell	103,890 -9,953	-9%	-$387K	3.02%	18
2023 Q4	$4.56M	Buy	+113,843	New	+$4.09M	3.46%	6
2022 Q2	–	Sell	-144,692	Closed	-$6.99M	–	45
2022 Q1	$6.99M	Buy	144,692 +13,376	+10%	+$627K	4.5%	9
2021 Q4	$6.8M	Sell	131,316 -44,225	-25%	-$2.13M	3.93%	11
2021 Q3	$7.8M	Buy	175,541 +27,171	+18%	+$1.26M	6.69%	8
2021 Q2	$6.58M	Sell	148,370 -11,785	-7%	-$505K	6.47%	9
2021 Q1	$6.33M	Buy	+160,155	New	+$6.02M	6.28%	10

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

Beaumont Capital Management's XLRE Position: Q2 2026 in Review

Beaumont Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q2 2026, selling an estimated $595K and leaving 117,994 shares worth $5.2M. The position accounts for 6.01% of the portfolio, ranked #9.

Beaumont Capital Management first reported a position in XLRE in Q1 2021 and has held it in 16 quarters since. The position peaked at $7.8M in Q3 2021. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Beaumont Capital Management held 117,994 shares of State Street Real Estate Select Sector SPDR ETF worth $5.2M as of Q2 2026.
Beaumont Capital Management sold 13,536 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $595K.
State Street Real Estate Select Sector SPDR ETF made up 6.01% of Beaumont Capital Management's portfolio in Q2 2026, its #9 holding.
Beaumont Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
Beaumont Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.8M in Q3 2021.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.