CX Institutional’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CX Institutional’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	$2.23M	Sell	50,731 -841	-2%	-$37K	0.06%	239
2026 Q1	$2.11M	Buy	51,572 +7,430	+17%	+$311K	0.06%	244
2025 Q4	$1.78M	Buy	44,142 +3,434	+8%	+$141K	0.05%	215
2025 Q3	$1.72M	Sell	40,708 -15,641	-28%	-$654K	0.05%	221
2025 Q2	$2.33M	Sell	56,349 -593	-1%	-$24.4K	0.08%	181
2025 Q1	$2.38M	Buy	56,942 +10,065	+21%	+$419K	0.09%	179
2024 Q4	$1.91M	Buy	46,877 +3,090	+7%	+$134K	0.08%	179
2024 Q3	$1.96M	Buy	43,787 +6,445	+17%	+$272K	0.09%	198
2024 Q2	$1.43M	Sell	37,342 -590	-2%	-$22.2K	0.07%	225
2024 Q1	$1.5M	Buy	37,932 +10,604	+39%	+$412K	0.07%	219
2023 Q4	$1.09M	Sell	27,328 -63,251	-70%	-$2.27M	0.06%	247
2023 Q3	$3.09M	Sell	90,579 -66,201	-42%	-$2.45M	0.17%	159
2023 Q2	$5.91M	Buy	156,780 +4,056	+3%	+$150K	0.31%	92
2023 Q1	$5.67M	Buy	152,724 +69,421	+83%	+$2.67M	0.3%	92
2022 Q4	$3.08M	Sell	83,303 -28,111	-25%	-$1.04M	0.19%	155
2022 Q3	$4.01M	Buy	111,414 +17,953	+19%	+$752K	0.28%	96
2022 Q2	$3.82M	Buy	93,461 +18,253	+24%	+$814K	0.29%	90
2022 Q1	$3.63M	Sell	75,208 -2,760	-4%	-$129K	0.29%	100
2021 Q4	$4.04M	Buy	77,968 +7,070	+10%	+$340K	0.32%	98
2021 Q3	$3.15M	Buy	70,898 +66,171	+1,400%	+$3.07M	0.26%	98
2021 Q2	$210K	Sell	4,727 -4,829	-51%	-$207K	0.02%	333
2021 Q1	$378K	Sell	9,556 -188,196	-95%	-$7.08M	0.03%	243
2020 Q4	$7.23M	Buy	197,752 +190,196	+2,517%	+$6.9M	0.7%	37
2020 Q3	$267K	Buy	7,556 +745	+11%	+$26.6K	0.03%	242
2020 Q2	$237K	Buy	6,811 +395	+6%	+$13.3K	0.03%	237
2020 Q1	$199K	Sell	6,416 -52,093	-89%	-$1.95M	0.03%	229
2019 Q4	$2.26M	Buy	58,509 +52,939	+950%	+$2.05M	0.39%	63
2019 Q3	$219K	Buy	5,570 +194	+4%	+$7.44K	0.04%	206
2019 Q2	$198K	Sell	5,376 -85,960	-94%	-$3.14M	0.03%	222
2019 Q1	$3.31M	Buy	91,336 +90,539	+11,360%	+$3.09M	0.58%	45
2018 Q4	$25K	Sell	797 -914	-53%	-$29.6K	0.01%	307
2018 Q3	$56K	Buy	1,711 +1,127	+193%	+$37.4K	0.02%	179
2018 Q2	$19K	Buy	+584	New	+$18.3K	0.01%	200

Other funds holding XLRE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional's XLRE Position: Q2 2026 in Review

CX Institutional reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q2 2026, selling an estimated $37K and leaving 50,731 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #239.

CX Institutional first reported a position in XLRE in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.23M in Q4 2020. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

CX Institutional held 50,731 shares of State Street Real Estate Select Sector SPDR ETF worth $2.23M as of Q2 2026.
CX Institutional sold 841 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $37K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of CX Institutional's portfolio in Q2 2026, its #239 holding.
CX Institutional first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
CX Institutional's State Street Real Estate Select Sector SPDR ETF position peaked at $7.23M in Q4 2020.
122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.