Chesley Taft & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Chesley Taft & Associates’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	$3.48M	Buy	78,931 +885	+1%	+$38.9K	0.14%	123
2026 Q1	$3.19M	Buy	78,046 +1,211	+2%	+$50.8K	0.13%	125
2025 Q4	$3.1M	Sell	76,835 -170	-0.2%	-$7K	0.12%	127
2025 Q3	$3.24M	Sell	77,005 -280	-0.4%	-$11.7K	0.14%	120
2025 Q2	$3.2M	Sell	77,285 -2,834	-4%	-$116K	0.14%	117
2025 Q1	$3.35M	Sell	80,119 -241	-0.3%	-$10K	0.16%	112
2024 Q4	$3.27M	Buy	80,360 +2,230	+3%	+$96.5K	0.15%	108
2024 Q3	$3.49M	Sell	78,130 -1,140	-1%	-$48K	0.17%	102
2024 Q2	$3.04M	Sell	79,270 -6,040	-7%	-$227K	0.15%	106
2024 Q1	$3.37M	Buy	85,310 +2,959	+4%	+$115K	0.17%	104
2023 Q4	$3.3M	Buy	82,351 +925	+1%	+$33.2K	0.19%	100
2023 Q3	$2.77M	Buy	81,426 +5,666	+7%	+$210K	0.18%	113
2023 Q2	$2.86M	Buy	75,760 +6,275	+9%	+$231K	0.17%	114
2023 Q1	$2.6M	Buy	69,485 +4,230	+6%	+$162K	0.17%	122
2022 Q4	$2.41M	Buy	65,255 +3,300	+5%	+$122K	0.17%	121
2022 Q3	$2.23M	Sell	61,955 -491	-0.8%	-$20.6K	0.16%	120
2022 Q2	$2.55M	Sell	62,446 -2,189	-3%	-$97.6K	0.17%	117
2022 Q1	$3.16M	Sell	64,635 -585	-0.9%	-$27.4K	0.18%	112
2021 Q4	$3.38M	Sell	65,220 -150	-0.2%	-$7.22K	0.17%	110
2021 Q3	$2.91M	Sell	65,370 -295	-0.4%	-$13.7K	0.17%	113
2021 Q2	$2.91M	Sell	65,665 -2,540	-4%	-$109K	0.17%	112
2021 Q1	$2.75M	Sell	68,205 -935	-1%	-$35.2K	0.16%	111
2020 Q4	$2.53M	Sell	69,140 -1,305	-2%	-$47.3K	0.16%	109
2020 Q3	$2.48M	Buy	70,445 +1,885	+3%	+$67.2K	0.18%	102
2020 Q2	$2.39M	Buy	+68,560	New	+$2.32M	0.18%	98

Other funds holding XLRE

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

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

Chesley Taft & Associates's XLRE Position: Q2 2026 in Review

Chesley Taft & Associates increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q2 2026, buying an estimated $38.9K and bringing the position to 78,931 shares worth $3.48M. The position accounts for 0.14% of the portfolio, ranked #123.

Chesley Taft & Associates first reported a position in XLRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q3 2024. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Chesley Taft & Associates held 78,931 shares of State Street Real Estate Select Sector SPDR ETF worth $3.48M as of Q2 2026.
Chesley Taft & Associates bought 885 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $38.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.14% of Chesley Taft & Associates's portfolio in Q2 2026, its #123 holding.
Chesley Taft & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Chesley Taft & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $3.49M in Q3 2024.
122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.