Beech Hill Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beech Hill 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	$448K	Sell	10,164 -104	-1%	-$4.57K	0.2%	87
2026 Q1	$419K	Buy	10,268 +656	+7%	+$27.5K	0.21%	83
2025 Q4	$388K	Buy	9,612 +965	+11%	+$39.7K	0.19%	85
2025 Q3	$364K	Buy	8,647 +3,480	+67%	+$146K	0.17%	83
2025 Q2	$214K	Sell	5,167 -335	-6%	-$13.8K	0.1%	95
2025 Q1	$230K	Hold	5,502	–	–	0.09%	95
2024 Q4	$224K	Sell	5,502 -56	-1%	-$2.42K	0.08%	96
2024 Q3	$248K	Hold	5,558	–	–	0.09%	94
2024 Q2	$213K	Buy	5,558 +270	+5%	+$10.2K	0.09%	100
2024 Q1	$209K	Buy	+5,288	New	+$206K	0.09%	93

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

Beech Hill Advisors's XLRE Position: Q2 2026 in Review

Beech Hill Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1% in Q2 2026, selling an estimated $4.57K and leaving 10,164 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #87.

Beech Hill Advisors first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Beech Hill Advisors held 10,164 shares of State Street Real Estate Select Sector SPDR ETF worth $448K as of Q2 2026.
Beech Hill Advisors sold 104 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57K.
State Street Real Estate Select Sector SPDR ETF made up 0.2% of Beech Hill Advisors's portfolio in Q2 2026, its #87 holding.
Beech Hill Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.