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

Bellwether 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	$3.03M	Buy	+68,904	New	+$3.03M	0.45%	55

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

Bellwether Advisors's XLRE Position: Q2 2026 in Review

Bellwether Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 68,904 shares worth $3.03M. The stake represents 0.45% of the portfolio and ranks #55 among its holdings.

798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Bellwether Advisors held 68,904 shares of State Street Real Estate Select Sector SPDR ETF worth $3.03M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Bellwether Advisors position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.45% of Bellwether Advisors's portfolio in Q2 2026, its #55 holding.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.