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

Econ 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	$6.28M	Buy	142,610 +3,695	+3%	+$162K	2.93%	6
2026 Q1	$5.67M	Buy	+138,915	New	+$5.82M	2.63%	8
2025 Q4	–	Sell	-78,410	Closed	-$3.3M	–	109
2025 Q3	$3.3M	Buy	78,410 +13,747	+21%	+$575K	1.65%	17
2025 Q2	$2.68M	Buy	64,663 +28,617	+79%	+$1.18M	1.38%	19
2025 Q1	$1.51M	Buy	36,046 +9,606	+36%	+$400K	0.8%	45
2024 Q4	$1.08M	Buy	+26,440	New	+$1.14M	0.62%	52
2024 Q3	–	Sell	-44,075	Closed	-$1.69M	–	110
2024 Q2	$1.69M	Buy	+44,075	New	+$1.66M	1.05%	25
2023 Q1	–	Sell	-66,643	Closed	-$2.46M	–	109
2022 Q4	$2.46M	Buy	66,643 +267	+0.4%	+$9.86K	2.49%	15
2022 Q3	$2.39M	Buy	+66,376	New	+$2.78M	1.97%	17
2022 Q2	–	Sell	-60,084	Closed	-$2.9M	–	153
2022 Q1	$2.9M	Buy	+60,084	New	+$2.82M	2.15%	13

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

Econ Financial Services's XLRE Position: Q2 2026 in Review

Econ Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.7% in Q2 2026, buying an estimated $162K and bringing the position to 142,610 shares worth $6.28M. The position accounts for 2.93% of the portfolio, ranked #6.

Econ Financial Services first reported a position in XLRE in Q1 2022 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Econ Financial Services held 142,610 shares of State Street Real Estate Select Sector SPDR ETF worth $6.28M as of Q2 2026.
Econ Financial Services bought 3,695 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $162K.
State Street Real Estate Select Sector SPDR ETF made up 2.93% of Econ Financial Services's portfolio in Q2 2026, its #6 holding.
Econ Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.