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

Elevated Capital 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	$204K	Sell	4,625 -435	-9%	-$19.1K	0.06%	245
2026 Q1	$207K	Buy	5,060 +2,127	+73%	+$89.1K	0.05%	238
2025 Q4	$118K	Buy	+2,933	New	+$121K	0.03%	288
2024 Q2	–	Sell	-28,510	Closed	-$1.13M	–	252
2024 Q1	$1.13M	Buy	+28,510	New	+$1.11M	0.32%	85
2021 Q3	$213K	Buy	+4,794	New	+$223K	0.07%	176

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

Elevated Capital Advisors's XLRE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.6% in Q2 2026, selling an estimated $19.1K and leaving 4,625 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #245.

Elevated Capital Advisors first reported a position in XLRE in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.13M in Q1 2024. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Elevated Capital Advisors held 4,625 shares of State Street Real Estate Select Sector SPDR ETF worth $204K as of Q2 2026.
Elevated Capital Advisors sold 435 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $19.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #245 holding.
Elevated Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 5 quarters since.
Elevated Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.13M in Q1 2024.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.