EP
XLRE icon

Edgestream Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Edgestream Partners’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 		– Sell
-14,725
Closed -$601K – 1172
2026
Q1 		$601K Buy
+14,725
New +$617K 0.02% 713
2025
Q4 		– Sell
-4,934
Closed -$208K – 1166
2025
Q3 		$208K Buy
+4,934
New +$206K 0.01% 839

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edgestream Partners's XLRE Position: Q2 2026 in Review

Edgestream Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 14,725 shares — an estimated $601K sold.

Edgestream Partners first reported a position in XLRE in Q3 2025 and held it in 2 quarters. The position peaked at $601K in Q1 2026. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Edgestream Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 14,725 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $601K.
  • Edgestream Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Edgestream Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $601K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.