Blue Fin Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Blue Fin Capital’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	$494K	Buy	11,213 +931	+9%	+$40.9K	0.07%	109
2026 Q1	$420K	Buy	10,282 +1,388	+16%	+$58.2K	0.07%	111
2025 Q4	$359K	Sell	8,894 -197	-2%	-$8.11K	0.06%	124
2025 Q3	$383K	Buy	9,091 +753	+9%	+$31.5K	0.06%	118
2025 Q2	$345K	Sell	8,338 -2,324	-22%	-$95.4K	0.06%	119
2025 Q1	$446K	Buy	10,662 +511	+5%	+$21.3K	0.09%	100
2024 Q4	$413K	Buy	10,151 +979	+11%	+$42.4K	0.08%	104
2024 Q3	$410K	Buy	9,172 +1,591	+21%	+$67K	0.08%	108
2024 Q2	$291K	Buy	7,581 +600	+9%	+$22.6K	0.06%	127
2024 Q1	$276K	Buy	6,981 +397	+6%	+$15.4K	0.06%	126
2023 Q4	$264K	Buy	+6,584	New	+$236K	0.07%	126

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Blue Fin Capital's XLRE Position: Q2 2026 in Review

Blue Fin Capital increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9.1% in Q2 2026, buying an estimated $40.9K and bringing the position to 11,213 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #109.

Blue Fin Capital first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Blue Fin Capital held 11,213 shares of State Street Real Estate Select Sector SPDR ETF worth $494K as of Q2 2026.
Blue Fin Capital bought 931 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $40.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Blue Fin Capital's portfolio in Q2 2026, its #109 holding.
Blue Fin Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
411 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.