EC
XLRE icon

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

Estate Counselors’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 		$5.3M Buy
+120,268
New +$5.29M 0.46% 33
2026
Q1 		– Sell
-5,055
Closed -$204K – 125
2025
Q4 		$204K Sell
5,055
-1,725
-25% -$71K 0.02% 90
2025
Q3 		$286K Hold
6,780
– – 0.02% 84
2025
Q2 		$281K Sell
6,780
-206,178
-97% -$8.47M 0.03% 78
2025
Q1 		$8.91M Buy
212,958
+1,745
+0.8% +$72.7K 0.92% 16
2024
Q4 		$8.59M Sell
211,213
-151,447
-42% -$6.55M 0.92% 14
2024
Q3 		$16.2M Sell
362,660
-375
-0.1% -$15.8K 1.68% 6
2024
Q2 		$13.9M Buy
363,035
+349,355
+2,554% +$13.2M 1.53% 6
2024
Q1 		$541K Sell
13,680
-328,250
-96% -$12.8M 0.06% 95
2023
Q4 		$13.7M Buy
341,930
+247,220
+261% +$8.88M 1.69% 16
2023
Q3 		$3.23M Sell
94,710
-9,220
-9% -$341K 0.43% 41
2023
Q2 		$3.92M Buy
103,930
+3,155
+3% +$116K 0.5% 42
2023
Q1 		$3.77M Buy
100,775
+4,005
+4% +$154K 0.5% 39
2022
Q4 		$3.57M Buy
96,770
+45,825
+90% +$1.69M 0.5% 51
2022
Q3 		$1.83M Sell
50,945
-28,975
-36% -$1.21M 0.28% 50
2022
Q2 		$3.27M Sell
79,920
-6,512
-8% -$290K 0.49% 47
2022
Q1 		$4.18M Sell
86,432
-1,835
-2% -$86K 0.54% 45
2021
Q4 		$4.57M Buy
88,267
+15,957
+22% +$768K 0.56% 43
2021
Q3 		$3.21M Buy
72,310
+31,855
+79% +$1.48M 0.4% 45
2021
Q2 		$1.79M Sell
40,455
-3,650
-8% -$156K 0.23% 58
2021
Q1 		$1.74M Buy
44,105
+26,720
+154% +$1M 0.26% 59
2020
Q4 		$636K Buy
+17,385
New +$631K 0.1% 88
2016
Q4 		– Sell
-31,017
Closed -$1.02M – 74
2016
Q3 		$1.02M Buy
+31,017
New +$1.04M 0.39% 40

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

Estate Counselors's XLRE Position: Q2 2026 in Review

Estate Counselors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 120,268 shares worth $5.3M. The stake represents 0.46% of the portfolio and ranks #33 among its holdings. This is a return to the name: Estate Counselors previously reported a position in XLRE as recently as Q4 2025.

Estate Counselors first reported a position in XLRE in Q3 2016 and has held it in 23 quarters since. The position peaked at $16.2M in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Estate Counselors held 120,268 shares of State Street Real Estate Select Sector SPDR ETF worth $5.3M as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Estate Counselors position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.46% of Estate Counselors's portfolio in Q2 2026, its #33 holding.
  • Estate Counselors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 23 quarters since.
  • Estate Counselors's State Street Real Estate Select Sector SPDR ETF position peaked at $16.2M in Q3 2024.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.