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

Ferguson Wellman Capital 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 		$807K Sell
18,326
-30
-0.2% -$1.32K 0.01% 252
2026
Q1 		$749K Buy
18,356
+9,775
+114% +$410K 0.01% 245
2025
Q4 		$346K Buy
8,581
+935
+12% +$38.5K 0.01% 291
2025
Q3 		$322K Sell
7,646
-1,120
-13% -$46.9K 0.01% 299
2025
Q2 		$363K Sell
8,766
-330
-4% -$13.6K 0.01% 273
2025
Q1 		$381K Sell
9,096
-125,695
-93% -$5.24M 0.01% 270
2024
Q4 		$5.48M Buy
134,791
+125,227
+1,309% +$5.42M 0.1% 97
2024
Q3 		$427K Sell
9,564
-376
-4% -$15.8K 0.01% 269
2024
Q2 		$382K Sell
9,940
-11,415
-53% -$430K 0.01% 274
2024
Q1 		$844K Buy
21,355
+10,220
+92% +$397K 0.02% 205
2023
Q4 		$446K Sell
11,135
-3,350
-23% -$120K 0.01% 263
2023
Q3 		$494K Sell
14,485
-920
-6% -$34K 0.01% 245
2023
Q2 		$581K Sell
15,405
-810
-5% -$29.9K 0.01% 241
2023
Q1 		$606K Sell
16,215
-7,815
-33% -$300K 0.02% 228
2022
Q4 		$887K Buy
+24,030
New +$887K 0.02% 197
2016
Q4 		– Sell
-8,423
Closed -$276K – 351
2016
Q3 		$276K Buy
+8,423
New +$283K 0.01% 270

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Ferguson Wellman Capital Management's XLRE Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.16% in Q2 2026, selling an estimated $1.32K and leaving 18,326 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #252.

Ferguson Wellman Capital Management first reported a position in XLRE in Q3 2016 and has held it in 16 quarters since. The position peaked at $5.48M in Q4 2024. 272 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Ferguson Wellman Capital Management held 18,326 shares of State Street Real Estate Select Sector SPDR ETF worth $807K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 30 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #252 holding.
  • Ferguson Wellman Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 16 quarters since.
  • Ferguson Wellman Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.48M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.