Certified Advisory Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Certified Advisory Corp’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	$6.03M	Buy	136,852 +13,159	+11%	+$579K	0.49%	59
2026 Q1	$5.05M	Sell	123,693 -44,849	-27%	-$1.88M	0.45%	65
2025 Q4	$6.8M	Sell	168,542 -40,757	-19%	-$1.68M	0.62%	50
2025 Q3	$8.82M	Buy	209,299 +9,393	+5%	+$393K	0.84%	37
2025 Q2	$8.28M	Buy	199,906 +5,480	+3%	+$225K	0.86%	37
2025 Q1	$8.14M	Sell	194,426 -4,011	-2%	-$167K	0.92%	34
2024 Q4	$8.07M	Buy	198,437 +10,606	+6%	+$459K	0.88%	35
2024 Q3	$8.39M	Buy	187,831 +38,452	+26%	+$1.62M	0.93%	31
2024 Q2	$5.74M	Buy	149,379 +42,432	+40%	+$1.6M	0.72%	48
2024 Q1	$4.23M	Sell	106,947 -2,308	-2%	-$89.8K	0.59%	56
2023 Q4	$4.38M	Buy	109,255 +12,985	+13%	+$466K	0.66%	49
2023 Q3	$3.28M	Buy	96,270 +8,512	+10%	+$315K	0.6%	51
2023 Q2	$3.31M	Sell	87,758 -56,706	-39%	-$2.09M	0.61%	47
2023 Q1	$5.4M	Buy	144,464 +3,234	+2%	+$124K	0.96%	23
2022 Q4	$5.22M	Buy	141,230 +25,374	+22%	+$937K	1.03%	23
2022 Q3	$4.17M	Buy	115,856 +9,748	+9%	+$408K	0.95%	29
2022 Q2	$4.34M	Buy	106,108 +66,980	+171%	+$2.99M	0.97%	29
2022 Q1	$1.89M	Buy	+39,128	New	+$1.83M	0.4%	69
2021 Q2	–	Sell	-2,954	Closed	-$117K	–	751
2021 Q1	$117K	Buy	+2,954	New	+$111K	0.03%	239
2020 Q2	$408K	Buy	11,726 +6,457	+123%	+$218K	0.14%	135
2020 Q1	$163K	Buy	5,269 +4,282	+434%	+$160K	0.06%	178
2019 Q4	$38K	Buy	987 +72	+8%	+$2.79K	0.01%	358
2019 Q3	$36K	Buy	915 +139	+18%	+$5.33K	0.01%	370
2019 Q2	$29K	Buy	776 +6	+0.8%	+$219	0.01%	413
2019 Q1	$28K	Buy	770 +4	+0.5%	+$136	0.01%	392
2018 Q4	$24K	Buy	766 +711	+1,293%	+$23K	0.01%	395
2018 Q3	$2K	Hold	55	–	–	﹤0.01%	725
2018 Q2	$2K	Hold	55	–	–	﹤0.01%	715
2018 Q1	$1K	Hold	55	–	–	﹤0.01%	718
2017 Q4	$1K	Buy	+55	New	+$1.81K	﹤0.01%	680

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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

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

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

Certified Advisory Corp's XLRE Position: Q2 2026 in Review

Certified Advisory Corp increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, buying an estimated $579K and bringing the position to 136,852 shares worth $6.03M. The position accounts for 0.49% of the portfolio, ranked #59.

Certified Advisory Corp first reported a position in XLRE in Q4 2017 and has held it in 30 quarters since. The position peaked at $8.82M in Q3 2025. 249 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Certified Advisory Corp held 136,852 shares of State Street Real Estate Select Sector SPDR ETF worth $6.03M as of Q2 2026.
Certified Advisory Corp bought 13,159 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $579K.
State Street Real Estate Select Sector SPDR ETF made up 0.49% of Certified Advisory Corp's portfolio in Q2 2026, its #59 holding.
Certified Advisory Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 30 quarters since.
Certified Advisory Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $8.82M in Q3 2025.
249 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.