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Dynamic Advisor Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dynamic Advisor Solutions’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 		$262K Buy
+5,947
New +$262K 0.01% 908
2025
Q4 		– Sell
-5,127
Closed -$216K – 1003
2025
Q3 		$216K Sell
5,127
-613
-11% -$25.6K 0.01% 877
2025
Q2 		$238K Sell
5,740
-10,930
-66% -$449K 0.01% 812
2025
Q1 		$698K Buy
+16,670
New +$694K 0.02% 503
2024
Q4 		– Sell
-18,520
Closed -$827K – 942
2024
Q3 		$827K Sell
18,520
-532
-3% -$22.4K 0.02% 500
2024
Q2 		$732K Buy
19,052
+3,432
+22% +$129K 0.02% 529
2024
Q1 		$617K Sell
15,620
-5,797
-27% -$225K 0.02% 560
2023
Q4 		$841K Sell
21,417
-907
-4% -$32.6K 0.03% 453
2023
Q3 		$761K Buy
22,324
+3,529
+19% +$131K 0.04% 415
2023
Q2 		$708K Buy
18,795
+654
+4% +$24.1K 0.04% 421
2023
Q1 		$678K Buy
+18,141
New +$697K 0.04% 404
2017
Q1 		– Sell
-6,956
Closed -$214K – 226
2016
Q4 		$214K Sell
6,956
-1,868
-21% -$57.2K 0.09% 200
2016
Q3 		$289K Buy
+8,824
New +$296K 0.11% 194

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
AP
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

Dynamic Advisor Solutions's XLRE Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5,947 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in XLRE as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in XLRE in Q3 2016 and has held it in 13 quarters since. The position peaked at $841K in Q4 2023. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Dynamic Advisor Solutions held 5,947 shares of State Street Real Estate Select Sector SPDR ETF worth $262K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #908 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 13 quarters since.
  • Dynamic Advisor Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $841K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.