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

Financial Perspectives’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	$9.36K	Buy	213 +2	+0.9%	+$88	﹤0.01%	554
2026 Q1	$8.61K	Buy	211 +2	+1%	+$84	﹤0.01%	546
2025 Q4	$8.45K	Buy	209 +2	+1%	+$82	﹤0.01%	545
2025 Q3	$8.73K	Buy	207 +1	+0.5%	+$42	﹤0.01%	532
2025 Q2	$8.52K	Buy	206 +2	+1%	+$82	﹤0.01%	527
2025 Q1	$8.53K	Buy	204 +1	+0.5%	+$42	﹤0.01%	522
2024 Q4	$8.24K	Buy	203 +3	+2%	+$130	﹤0.01%	529
2024 Q3	$8.95K	Buy	200 +1	+0.5%	+$42	﹤0.01%	482
2024 Q2	$7.64K	Sell	199 -223	-53%	-$8.4K	﹤0.01%	490
2024 Q1	$16.7K	Buy	422 +1	+0.2%	+$39	0.01%	397
2023 Q4	$16.9K	Buy	421 +2	+0.5%	+$72	0.01%	399
2023 Q3	$14.3K	Buy	419 +2	+0.5%	+$74	0.01%	404
2023 Q2	$15.7K	Buy	417 +2	+0.5%	+$74	0.01%	392
2023 Q1	$15.5K	Buy	415 +1	+0.2%	+$38	0.01%	391
2022 Q4	$15.3K	Buy	414 +2	+0.5%	+$74	0.01%	387
2022 Q3	$14.8K	Buy	412 +2	+0.5%	+$84	0.01%	386
2022 Q2	$16.8K	Buy	410 +1	+0.2%	+$45	0.01%	375
2022 Q1	$19.7K	Buy	409 +1	+0.2%	+$47	0.01%	377
2021 Q4	$21.1K	Buy	408 +2	+0.5%	+$96	0.01%	351
2021 Q3	$18K	Buy	+406	New	+$18.9K	0.01%	366

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

Financial Perspectives's XLRE Position: Q2 2026 in Review

Financial Perspectives increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.95% in Q2 2026, buying an estimated $88 and bringing the position to 213 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Financial Perspectives first reported a position in XLRE in Q3 2021 and has held it in 20 quarters since. The position peaked at $21.1K in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Financial Perspectives held 213 shares of State Street Real Estate Select Sector SPDR ETF worth $9.36K as of Q2 2026.
Financial Perspectives bought 2 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $88.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #554 holding.
Financial Perspectives first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Financial Perspectives's State Street Real Estate Select Sector SPDR ETF position peaked at $21.1K in Q4 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.