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

Colton Groome 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	$393K	Buy	8,919 +1,425	+19%	+$62.7K	0.09%	112
2026 Q1	$306K	Sell	7,494 -875	-10%	-$36.7K	0.09%	109
2025 Q4	$338K	Buy	+8,369	New	+$344K	0.1%	102
2025 Q3	–	Sell	-5,319	Closed	-$220K	–	141
2025 Q2	$220K	Sell	5,319 -400	-7%	-$16.4K	0.07%	127
2025 Q1	$236K	Sell	5,719 -3,765	-40%	-$157K	0.09%	113
2024 Q4	$386K	Buy	+9,484	New	+$410K	0.15%	80

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

Colton Groome Financial Advisors's XLRE Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 19% in Q2 2026, buying an estimated $62.7K and bringing the position to 8,919 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #112.

Colton Groome Financial Advisors first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Colton Groome Financial Advisors held 8,919 shares of State Street Real Estate Select Sector SPDR ETF worth $393K as of Q2 2026.
Colton Groome Financial Advisors bought 1,425 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $62.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #112 holding.
Colton Groome Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.