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

Clearstead 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 		$33.6K Hold
762
– – ﹤0.01% 1619
2026
Q1 		$31.1K Hold
762
– – ﹤0.01% 1362
2025
Q4 		$30.7K Sell
762
-923
-55% -$38K ﹤0.01% 1573
2025
Q3 		$71K Sell
1,685
-50
-3% -$2.09K ﹤0.01% 1163
2025
Q2 		$71.9K Buy
1,735
+600
+53% +$24.6K ﹤0.01% 1169
2025
Q1 		$47.5K Sell
1,135
-131
-10% -$5.46K ﹤0.01% 1186
2024
Q4 		$51.5K Sell
1,266
-35
-3% -$1.51K ﹤0.01% 1155
2024
Q3 		$58.1K Sell
1,301
-3,477
-73% -$147K ﹤0.01% 1173
2024
Q2 		$184K Hold
4,778
– – ﹤0.01% 841
2024
Q1 		$181K Buy
4,778
+3,106
+186% +$121K 0.01% 486
2023
Q4 		$67K Buy
1,672
+43
+3% +$1.54K ﹤0.01% 674
2023
Q3 		$55.5K Sell
1,629
-966
-37% -$35.7K ﹤0.01% 677
2023
Q2 		$97.8K Sell
2,595
-2,991
-54% -$110K 0.01% 581
2023
Q1 		$209K Buy
5,586
+3,000
+116% +$115K 0.02% 389
2022
Q4 		$95.5K Sell
2,586
-1,077
-29% -$39.8K 0.01% 509
2022
Q3 		$132K Buy
3,663
+1,048
+40% +$43.9K 0.01% 422
2022
Q2 		$107K Sell
2,615
-299
-10% -$13.3K 0.01% 491
2022
Q1 		$141K Hold
2,914
– – 0.01% 481
2021
Q4 		$151K Sell
2,914
-568
-16% -$27.3K 0.01% 443
2021
Q3 		$155K Buy
+3,482
New +$162K 0.01% 408
2021
Q1 		– Sell
-389
Closed -$14K – 1192
2020
Q4 		$14K Hold
389
– – ﹤0.01% 677
2020
Q3 		$14K Sell
389
-16
-4% -$570 ﹤0.01% 630
2020
Q2 		$14K Sell
405
-69
-15% -$2.33K ﹤0.01% 568
2020
Q1 		$15K Buy
+474
New +$17.7K ﹤0.01% 536

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors's XLRE Position: Q2 2026 in Review

Clearstead Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 762 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Clearstead Advisors first reported a position in XLRE in Q1 2020 and has held it in 24 quarters since. The position peaked at $209K in Q1 2023. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Clearstead Advisors held 762 shares of State Street Real Estate Select Sector SPDR ETF worth $33.6K as of Q2 2026.
  • Clearstead Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1619 holding.
  • Clearstead Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $209K in Q1 2023.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.