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

Dover 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	$252K	Sell	6,238 -522	-8%	-$23K	0.1%	142
2026 Q1	$276K	Buy	6,760 +522	+8%	+$21.9K	0.11%	144
2025 Q4	$252K	Buy	6,238 +630	+11%	+$25.9K	0.1%	151
2025 Q3	$236K	Buy	+5,608	New	+$235K	0.09%	155

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

Dover Advisors's XLRE Position: Q2 2026 in Review

Dover Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.7% in Q2 2026, selling an estimated $23K and leaving 6,238 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #142.

Dover Advisors first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q1 2026. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Dover Advisors held 6,238 shares of State Street Real Estate Select Sector SPDR ETF worth $252K as of Q2 2026.
Dover Advisors sold 522 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $23K.
State Street Real Estate Select Sector SPDR ETF made up 0.1% of Dover Advisors's portfolio in Q2 2026, its #142 holding.
Dover Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Dover Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $276K in Q1 2026.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.