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 Q3	$432K	Buy	10,569 +405	+4%	+$17.9K	0.2%	88
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 $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Beech Hill Advisors's XLRE Position: Q3 2026 in Review

Beech Hill Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4% in Q3 2026, buying an estimated $17.9K and bringing the position to 10,569 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #88.

Beech Hill Advisors first reported a position in XLRE in Q1 2024 and has held it in 11 quarters since. The position peaked at $448K in Q2 2026. 433 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Beech Hill Advisors held 10,569 shares of State Street Real Estate Select Sector SPDR ETF worth $432K as of Q3 2026.
Beech Hill Advisors bought 405 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $17.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.2% of Beech Hill Advisors's portfolio in Q3 2026, its #88 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 11 quarters since.
Beech Hill Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $448K in Q2 2026.
433 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Beech Hill Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.