Capstone Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Capstone Investment Advisors’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	-22,315	Closed	-$911K	–	1937
2026 Q1	$911K	Buy	22,315 +15,464	+226%	+$648K	﹤0.01%	894
2025 Q4	$276K	Buy	+6,851	New	+$282K	﹤0.01%	1393
2025 Q3	–	Sell	-10,033	Closed	-$416K	–	2106
2025 Q2	$416K	Sell	10,033 -3,625	-27%	-$149K	﹤0.01%	1227
2025 Q1	$572K	Sell	13,658 -1,806	-12%	-$75.2K	﹤0.01%	1044
2024 Q4	$629K	Buy	+15,464	New	+$669K	﹤0.01%	1233

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

Capstone Investment Advisors's XLRE Position: Q2 2026 in Review

Capstone Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 22,315 shares — an estimated $911K sold.

Capstone Investment Advisors first reported a position in XLRE in Q4 2024 and held it in 5 quarters. The position peaked at $911K in Q1 2026. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Capstone Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Investment Advisors sold 22,315 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $911K.
Capstone Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Capstone Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $911K in Q1 2026.
804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.