EverSource Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

EverSource Wealth 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	$29.2K	Sell	663 -330	-33%	-$14.5K	﹤0.01%	2163
2026 Q1	$40.5K	Hold	993	–	–	﹤0.01%	2047
2025 Q4	$40.1K	Sell	993 -27	-3%	-$1.11K	﹤0.01%	1902
2025 Q3	$43K	Sell	1,020 -22	-2%	-$920	﹤0.01%	1808
2025 Q2	$43.2K	Sell	1,042 -814	-44%	-$33.4K	﹤0.01%	1715
2025 Q1	$77.7K	Buy	1,856 +1,839	+10,818%	+$76.6K	﹤0.01%	1014
2024 Q4	$691	Buy	+17	New	+$736	﹤0.01%	3087
2024 Q2	–	Sell	-511	Closed	-$18.5K	–	3155
2024 Q1	$18.5K	Buy	511 +23	+5%	+$895	﹤0.01%	1397
2023 Q4	$19.5K	Buy	+488	New	+$17.5K	﹤0.01%	1243
2023 Q2	–	Sell	-190	Closed	-$7.1K	–	2621
2023 Q1	$7.1K	Sell	190 -165	-46%	-$6.34K	﹤0.01%	1514
2022 Q4	$13.1K	Buy	+355	New	+$13.1K	﹤0.01%	1228
2022 Q2	–	Sell	-412	Closed	-$20K	–	1908
2022 Q1	$20K	Sell	412 -119	-22%	-$5.58K	0.01%	709
2021 Q4	$28K	Buy	+531	New	+$25.5K	0.01%	562

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

EverSource Wealth Advisors's XLRE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 33% in Q2 2026, selling an estimated $14.5K and leaving 663 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

EverSource Wealth Advisors first reported a position in XLRE in Q4 2021 and has held it in 13 quarters since. The position peaked at $77.7K in Q1 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

EverSource Wealth Advisors held 663 shares of State Street Real Estate Select Sector SPDR ETF worth $29.2K as of Q2 2026.
EverSource Wealth Advisors sold 330 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $14.5K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2163 holding.
EverSource Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $77.7K in Q1 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.