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

Conservest Capital 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	$628K	Buy	14,259 +64	+0.5%	+$2.81K	0.05%	79
2026 Q1	$580K	Sell	14,195 -12,551	-47%	-$526K	0.05%	76
2025 Q4	$1.08M	Buy	26,746 +14,736	+123%	+$606K	0.1%	58
2025 Q3	$506K	Buy	12,010 +1,258	+12%	+$52.6K	0.05%	79
2025 Q2	$445K	Buy	10,752 +4,767	+80%	+$196K	0.04%	82
2025 Q1	$250K	Buy	5,985 +25	+0.4%	+$1.04K	0.03%	99
2024 Q4	$242K	Sell	5,960 -4,881	-45%	-$211K	0.03%	98
2024 Q3	$429K	Hold	10,841	–	–	0.04%	72
2024 Q2	$429K	Hold	10,841	–	–	0.05%	71
2024 Q1	$429K	Buy	10,841 +44	+0.4%	+$1.71K	0.04%	73
2023 Q4	$433K	Buy	10,797 +68	+0.6%	+$2.44K	0.05%	73
2023 Q3	$366K	Buy	10,729 +89	+0.8%	+$3.29K	0.04%	70
2023 Q2	$401K	Buy	10,640 +105	+1%	+$3.87K	0.05%	67
2023 Q1	$394K	Buy	10,535 +77	+0.7%	+$2.96K	0.05%	66
2022 Q4	$386K	Buy	+10,458	New	+$386K	0.05%	63
2022 Q3	–	Hold	0	–	–	–	58

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

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Conservest Capital Advisors's XLRE Position: Q2 2026 in Review

Conservest Capital Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.45% in Q2 2026, buying an estimated $2.81K and bringing the position to 14,259 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #79.

Conservest Capital Advisors first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2025. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Conservest Capital Advisors held 14,259 shares of State Street Real Estate Select Sector SPDR ETF worth $628K as of Q2 2026.
Conservest Capital Advisors bought 64 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.81K.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Conservest Capital Advisors's portfolio in Q2 2026, its #79 holding.
Conservest Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Conservest Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.08M in Q4 2025.
370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.