Churchill Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Churchill Financial 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	$278K	Buy	6,303 +455	+8%	+$20K	0.05%	113
2026 Q1	$239K	Sell	5,848 -5,734	-50%	-$240K	0.05%	120
2025 Q4	$467K	Buy	+11,582	New	+$477K	0.14%	89

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

Churchill Financial Advisors's XLRE Position: Q2 2026 in Review

Churchill Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.8% in Q2 2026, buying an estimated $20K and bringing the position to 6,303 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #113.

Churchill Financial Advisors first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Churchill Financial Advisors held 6,303 shares of State Street Real Estate Select Sector SPDR ETF worth $278K as of Q2 2026.
Churchill Financial Advisors bought 455 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $20K.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Churchill Financial Advisors's portfolio in Q2 2026, its #113 holding.
Churchill Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Churchill Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $467K in Q4 2025.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.