Caitlin John’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Caitlin John’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	$220	Hold	5	–	–	﹤0.01%	973
2026 Q1	$204	Sell	5 -1	-17%	-$42	﹤0.01%	897
2025 Q4	$242	Sell	6 -42	-88%	-$1.73K	﹤0.01%	886
2025 Q3	$2.03K	Buy	+48	New	+$2.01K	﹤0.01%	691
2025 Q2	–	Sell	-6,925	Closed	-$290K	–	172
2025 Q1	$290K	Sell	6,925 -4,151	-37%	-$173K	0.28%	94
2024 Q4	$450K	Sell	11,076 -4,501	-29%	-$195K	0.3%	74
2024 Q3	$675K	Buy	+15,577	New	+$656K	0.42%	59

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

Caitlin John's XLRE Position: Q2 2026 in Review

Caitlin John held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 5 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Caitlin John first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $675K in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Caitlin John held 5 shares of State Street Real Estate Select Sector SPDR ETF worth $220 as of Q2 2026.
Caitlin John left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #973 holding.
Caitlin John first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Caitlin John's State Street Real Estate Select Sector SPDR ETF position peaked at $675K in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.