Bessemer Group
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Bessemer Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bessemer Group’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 		– Sell
-4,815
Closed -$197K – 2658
2026
Q1 		$197K Buy
4,815
+4,477
+1,325% +$188K ﹤0.01% 1398
2025
Q4 		$14K Hold
338
– – ﹤0.01% 2006
2025
Q3 		$14K Buy
+338
New +$14.1K ﹤0.01% 1834
2025
Q2 		– Sell
-14
Closed -$1K – 2665
2025
Q1 		$1K Buy
+14
New +$583 ﹤0.01% 2412
2024
Q1 		– Sell
-86
Closed -$3K – 2226
2023
Q4 		$3K Sell
86
-308,942
-100% -$11.1M ﹤0.01% 1988
2023
Q3 		$10.5M Buy
309,028
+308,917
+278,304% +$11.4M 0.02% 263
2023
Q2 		$4K Sell
111
-255
-70% -$9.41K ﹤0.01% 1905
2023
Q1 		$14K Buy
366
+33
+10% +$1.27K ﹤0.01% 1439
2022
Q4 		$12K Sell
333
-1,900
-85% -$70.1K ﹤0.01% 1411
2022
Q3 		$81K Buy
2,233
+213
+11% +$8.92K ﹤0.01% 1074
2022
Q2 		$83K Buy
2,020
+600
+42% +$26.8K ﹤0.01% 1051
2022
Q1 		$69K Hold
1,420
– – ﹤0.01% 1023
2021
Q4 		$74K Hold
1,420
– – ﹤0.01% 1058
2021
Q3 		$63K Buy
1,420
+1,087
+326% +$50.5K ﹤0.01% 1016
2021
Q2 		$15K Hold
333
– – ﹤0.01% 1277
2021
Q1 		$13K Hold
333
– – ﹤0.01% 1261
2020
Q4 		$12K Hold
333
– – ﹤0.01% 1268
2020
Q3 		$12K Hold
333
– – ﹤0.01% 1108
2020
Q2 		$12K Hold
333
– – ﹤0.01% 1504
2020
Q1 		$10K Hold
333
– – ﹤0.01% 1451
2019
Q4 		$13K Hold
333
– – ﹤0.01% 1417
2019
Q3 		$13K Buy
+333
New +$12.8K ﹤0.01% 1458
2019
Q2 		– Sell
-1,391
Closed -$50K – 1843
2019
Q1 		$50K Sell
1,391
-59
-4% -$2.01K ﹤0.01% 1278
2018
Q4 		$45K Buy
+1,450
New +$47K ﹤0.01% 1345
2017
Q1 		– Sell
-69,573
Closed -$2.14M – 1926
2016
Q4 		$2.14M Sell
69,573
-55
-0.1% -$1.68K 0.01% 505
2016
Q3 		$2.28M Buy
+69,628
New +$2.34M 0.01% 400

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group's XLRE Position: Q2 2026 in Review

Bessemer Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 4,815 shares — an estimated $197K sold.

Bessemer Group first reported a position in XLRE in Q3 2016 and held it in 26 quarters. The position peaked at $10.5M in Q3 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Bessemer Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 4,815 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
  • Bessemer Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 26 quarters.
  • Bessemer Group's State Street Real Estate Select Sector SPDR ETF position peaked at $10.5M in Q3 2023.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.