EFA
XLRE icon

Evernest Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Evernest Financial 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 		– Sell
-5,036
Closed -$219K – 201
2026
Q1 		$219K Sell
5,036
-36
-0.7% -$1.51K 0.05% 169
2025
Q4 		$214K Sell
5,072
-1,292
-20% -$53.2K 0.04% 169
2025
Q3 		$268K Buy
6,364
+28
+0.4% +$1.17K 0.08% 158
2025
Q2 		$262K Buy
6,336
+1,156
+22% +$47.5K 0.08% 147
2025
Q1 		$217K Buy
+5,180
New +$216K 0.08% 143

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

Evernest Financial Advisors's XLRE Position: Q2 2026 in Review

Evernest Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 5,036 shares — an estimated $219K sold.

Evernest Financial Advisors first reported a position in XLRE in Q1 2025 and held it in 5 quarters. The position peaked at $268K in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Evernest Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 5,036 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
  • Evernest Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
  • Evernest Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $268K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.