Dean Jacobson Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dean Jacobson Financial Services’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	$23.2M	Buy	527,828 +5,658	+1%	+$249K	12.79%	4
2026 Q1	$21.3M	Buy	+522,170	New	+$21.9M	13.1%	4
2025 Q2	–	Sell	-515,347	Closed	-$21.6M	–	16
2025 Q1	$21.6M	Sell	515,347 -727	-0.1%	-$30.3K	16.59%	4
2024 Q4	$21M	Buy	516,074 +17,496	+4%	+$757K	16.03%	4
2024 Q3	$22.3M	Sell	498,578 -5,869	-1%	-$247K	16.72%	4
2024 Q2	$19.4M	Buy	504,447 +6,567	+1%	+$247K	15.64%	4
2024 Q1	$19.7M	Buy	497,880 +3,511	+0.7%	+$137K	15.94%	4
2023 Q4	$19.8M	Buy	+494,369	New	+$17.8M	16.91%	4
2022 Q2	–	Sell	-439,968	Closed	-$21.3M	–	6
2022 Q1	$21.3M	Buy	439,968 +2,133	+0.5%	+$100K	93.12%	1
2021 Q4	$22.7M	Buy	+437,835	New	+$21.1M	18.87%	3

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

Dean Jacobson Financial Services's XLRE Position: Q2 2026 in Review

Dean Jacobson Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q2 2026, buying an estimated $249K and bringing the position to 527,828 shares worth $23.2M. The position accounts for 12.79% of the portfolio, ranked #4.

Dean Jacobson Financial Services first reported a position in XLRE in Q4 2021 and has held it in 10 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Dean Jacobson Financial Services held 527,828 shares of State Street Real Estate Select Sector SPDR ETF worth $23.2M as of Q2 2026.
Dean Jacobson Financial Services bought 5,658 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
State Street Real Estate Select Sector SPDR ETF made up 12.79% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #4 holding.
Dean Jacobson Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.