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

Concurrent Investment 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	$1.87M	Buy	42,509 +8,764	+26%	+$385K	0.02%	740
2026 Q1	$1.38M	Buy	33,745 +3,598	+12%	+$151K	0.02%	743
2025 Q4	$1.22M	Buy	30,147 +20,232	+204%	+$833K	0.01%	742
2025 Q3	$418K	Sell	9,915 -1,399	-12%	-$58.5K	0.01%	995
2025 Q2	$469K	Sell	11,314 -1,267	-10%	-$52K	0.01%	872
2025 Q1	$527K	Buy	12,581 +1,131	+10%	+$47.1K	0.01%	736
2024 Q4	$466K	Sell	11,450 -20,580	-64%	-$891K	0.01%	687
2024 Q3	$1.43M	Buy	32,030 +19,652	+159%	+$828K	0.04%	386
2024 Q2	$475K	Sell	12,378 -920	-7%	-$34.7K	0.02%	601
2024 Q1	$526K	Sell	13,298 -2,259	-15%	-$87.9K	0.02%	537
2023 Q4	$623K	Buy	+15,557	New	+$559K	0.03%	441

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 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

Concurrent Investment Advisors's XLRE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 26% in Q2 2026, buying an estimated $385K and bringing the position to 42,509 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #740.

Concurrent Investment Advisors first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Concurrent Investment Advisors held 42,509 shares of State Street Real Estate Select Sector SPDR ETF worth $1.87M as of Q2 2026.
Concurrent Investment Advisors bought 8,764 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $385K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #740 holding.
Concurrent Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.