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

Florida 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	$420K	Buy	9,546 +1,620	+20%	+$71.2K	0.07%	219
2026 Q1	$324K	Buy	+7,926	New	+$332K	0.08%	230
2025 Q4	–	Sell	-4,788	Closed	-$202K	–	303
2025 Q3	$202K	Buy	+4,788	New	+$200K	0.06%	258
2025 Q1	–	Sell	-6,847	Closed	-$278K	–	261
2024 Q4	$278K	Buy	6,847 +554	+9%	+$24K	0.12%	151
2024 Q3	$281K	Buy	+6,293	New	+$265K	0.14%	137

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

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

Florida Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 20% in Q2 2026, buying an estimated $71.2K and bringing the position to 9,546 shares worth $420K. The position accounts for 0.07% of the portfolio, ranked #219.

Florida Financial Advisors first reported a position in XLRE in Q3 2024 and has held it in 5 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Florida Financial Advisors held 9,546 shares of State Street Real Estate Select Sector SPDR ETF worth $420K as of Q2 2026.
Florida Financial Advisors bought 1,620 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $71.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Florida Financial Advisors's portfolio in Q2 2026, its #219 holding.
Florida Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.