Cardiff Park Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cardiff Park 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	$3.33M	Buy	75,694 +1,103	+1%	+$48.5K	0.26%	55
2026 Q1	$3.05M	Hold	74,591	–	–	0.24%	62
2025 Q4	$3.01M	Hold	74,591	–	–	0.25%	57
2025 Q3	$3.14M	Hold	74,591	–	–	0.24%	58
2025 Q2	$3.09M	Hold	74,591	–	–	0.27%	51
2025 Q1	$3.12M	Hold	74,591	–	–	0.3%	49
2024 Q4	$3.03M	Hold	74,591	–	–	0.29%	50
2024 Q3	$3.33M	Hold	74,591	–	–	0.3%	46
2024 Q2	$2.87M	Hold	74,591	–	–	0.27%	54
2024 Q1	$2.95M	Hold	74,591	–	–	0.28%	59
2023 Q4	$2.99M	Buy	+74,591	New	+$2.68M	0.33%	49

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

Cardiff Park Advisors's XLRE Position: Q2 2026 in Review

Cardiff Park Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q2 2026, buying an estimated $48.5K and bringing the position to 75,694 shares worth $3.33M. The position accounts for 0.26% of the portfolio, ranked #55.

Cardiff Park Advisors first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Cardiff Park Advisors held 75,694 shares of State Street Real Estate Select Sector SPDR ETF worth $3.33M as of Q2 2026.
Cardiff Park Advisors bought 1,103 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $48.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.26% of Cardiff Park Advisors's portfolio in Q2 2026, its #55 holding.
Cardiff Park Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.