Fairview Capital Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Fairview Capital Investment Management’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	$252K	Buy	5,731 +373	+7%	+$16.4K	0.01%	189
2026 Q1	$219K	Buy	+5,358	New	+$225K	0.01%	185

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

Fairview Capital Investment Management's XLRE Position: Q2 2026 in Review

Fairview Capital Investment Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7% in Q2 2026, buying an estimated $16.4K and bringing the position to 5,731 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #189.

Fairview Capital Investment Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fairview Capital Investment Management held 5,731 shares of State Street Real Estate Select Sector SPDR ETF worth $252K as of Q2 2026.
Fairview Capital Investment Management bought 373 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $16.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Fairview Capital Investment Management's portfolio in Q2 2026, its #189 holding.
Fairview Capital Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.