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Boltwood Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Boltwood Capital Management’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 		$693K Buy
15,749
+147
+0.9% +$6.46K 0.16% 121
2026
Q1 		$637K Sell
15,602
-61
-0.4% -$2.56K 0.16% 112
2025
Q4 		$632K Sell
15,663
-467
-3% -$19.2K 0.16% 114
2025
Q3 		$680K Sell
16,130
-275
-2% -$11.5K 0.18% 109
2025
Q2 		$680K Sell
16,405
-56
-0.3% -$2.3K 0.19% 104
2025
Q1 		$689K Sell
16,461
-445
-3% -$18.5K 0.21% 95
2024
Q4 		$688K Buy
16,906
+134
+0.8% +$5.8K 0.21% 97
2024
Q3 		$749K Sell
16,772
-450
-3% -$19K 0.22% 93
2024
Q2 		$662K Sell
17,222
-1,932
-10% -$72.8K 0.21% 98
2024
Q1 		$757K Sell
19,154
-1,344
-7% -$52.3K 0.23% 91
2023
Q4 		$821K Sell
20,498
-981
-5% -$35.2K 0.27% 89
2023
Q3 		$732K Sell
21,479
-686
-3% -$25.4K 0.27% 85
2023
Q2 		$835K Sell
22,165
-282
-1% -$10.4K 0.3% 85
2023
Q1 		$839K Sell
22,447
-384
-2% -$14.7K 0.31% 80
2022
Q4 		$843K Buy
22,831
+507
+2% +$18.7K 0.34% 73
2022
Q3 		$804K Buy
22,324
+649
+3% +$27.2K 0.37% 73
2022
Q2 		$886K Sell
21,675
-13
-0.1% -$580 0.38% 80
2022
Q1 		$1.05M Sell
21,688
-116
-0.5% -$5.44K 0.4% 74
2021
Q4 		$1.13M Buy
21,804
+336
+2% +$16.2K 0.42% 75
2021
Q3 		$954K Sell
21,468
-354
-2% -$16.4K 0.38% 79
2021
Q2 		$967K Sell
21,822
-695
-3% -$29.8K 0.4% 78
2021
Q1 		$889K Sell
22,517
-2,306
-9% -$86.7K 0.39% 79
2020
Q4 		$908K Sell
24,823
-3,044
-11% -$110K 0.44% 78
2020
Q3 		$983K Hold
27,867
– – 0.55% 59
2020
Q2 		$970K Buy
27,867
+203
+0.7% +$6.86K 0.59% 54
2020
Q1 		$858K Buy
27,664
+265
+1% +$9.9K 0.61% 55
2019
Q4 		$1.06M Buy
27,399
+47
+0.2% +$1.82K 0.59% 55
2019
Q3 		$1.08M Buy
27,352
+380
+1% +$14.6K 0.68% 50
2019
Q2 		$992K Buy
26,972
+1,997
+8% +$73K 0.63% 52
2019
Q1 		$905K Buy
24,975
+1,345
+6% +$45.9K 0.59% 59
2018
Q4 		$732K Sell
23,630
-158
-0.7% -$5.12K 0.5% 66
2018
Q3 		$775K Buy
23,788
+1,111
+5% +$36.9K 0.46% 75
2018
Q2 		$741K Sell
22,677
-118
-0.5% -$3.69K 0.48% 71
2018
Q1 		$708K Sell
22,795
-535
-2% -$16.6K 0.48% 66
2017
Q4 		$768K Sell
23,330
-3,217
-12% -$106K 0.47% 63
2017
Q3 		$855K Buy
26,547
+548
+2% +$17.8K 0.56% 63
2017
Q2 		$837K Buy
25,999
+78
+0.3% +$2.5K 0.57% 61
2017
Q1 		$819K Buy
25,921
+5,229
+25% +$163K 0.57% 62
2016
Q4 		$636K Buy
+20,692
New +$633K 0.49% 69

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Boltwood Capital Management's XLRE Position: Q2 2026 in Review

Boltwood Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.94% in Q2 2026, buying an estimated $6.46K and bringing the position to 15,749 shares worth $693K. The position accounts for 0.16% of the portfolio, ranked #121.

Boltwood Capital Management first reported a position in XLRE in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.13M in Q4 2021. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Boltwood Capital Management held 15,749 shares of State Street Real Estate Select Sector SPDR ETF worth $693K as of Q2 2026.
  • Boltwood Capital Management bought 147 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.46K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.16% of Boltwood Capital Management's portfolio in Q2 2026, its #121 holding.
  • Boltwood Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • Boltwood Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.13M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.