Benjamin Edwards Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Benjamin Edwards Inc’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	$3.51M	Buy	79,693 +13,278	+20%	+$584K	0.03%	431
2026 Q1	$2.71M	Buy	66,415 +39,193	+144%	+$1.64M	0.03%	463
2025 Q4	$1.1M	Buy	27,222 +14,170	+109%	+$583K	0.01%	677
2025 Q3	$550K	Sell	13,052 -495	-4%	-$20.7K	0.01%	900
2025 Q2	$561K	Sell	13,547 -15,914	-54%	-$653K	0.01%	818
2025 Q1	$1.23M	Sell	29,461 -19,045	-39%	-$793K	0.02%	524
2024 Q4	$1.97M	Sell	48,506 -14,155	-23%	-$613K	0.03%	441
2024 Q3	$2.8M	Buy	+62,661	New	+$2.64M	0.04%	367
2023 Q1	–	Sell	-73	Closed	-$3K	–	775
2022 Q4	$3K	Buy	73 +1	+1%	+$37	﹤0.01%	670
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	649
2022 Q2	$3K	Buy	+72	New	+$3.21K	﹤0.01%	655

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

Benjamin Edwards Inc's XLRE Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 20% in Q2 2026, buying an estimated $584K and bringing the position to 79,693 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #431.

Benjamin Edwards Inc first reported a position in XLRE in Q2 2022 and has held it in 11 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Benjamin Edwards Inc held 79,693 shares of State Street Real Estate Select Sector SPDR ETF worth $3.51M as of Q2 2026.
Benjamin Edwards Inc bought 13,278 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $584K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #431 holding.
Benjamin Edwards Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 11 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.