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

Focus Financial Network’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	$542K	Sell	12,305 -1,036	-8%	-$45.6K	0.02%	467
2026 Q1	$545K	Sell	13,341 -1,741	-12%	-$73K	0.02%	442
2025 Q4	$609K	Sell	15,082 -510	-3%	-$21K	0.02%	412
2025 Q3	$657K	Sell	15,592 -1,687	-10%	-$70.6K	0.02%	392
2025 Q2	$716K	Sell	17,279 -510	-3%	-$20.9K	0.03%	357
2025 Q1	$744K	Buy	17,789 +80	+0.5%	+$3.33K	0.03%	339
2024 Q4	$720K	Sell	17,709 -76	-0.4%	-$3.29K	0.03%	338
2024 Q3	$794K	Sell	17,785 -352	-2%	-$14.8K	0.03%	310
2024 Q2	$742K	Sell	18,137 -1,537	-8%	-$57.9K	0.03%	315
2024 Q1	$703K	Sell	19,674 -1,021	-5%	-$39.7K	0.03%	305
2023 Q4	$829K	Buy	20,695 +287	+1%	+$10.3K	0.03%	355
2023 Q3	$695K	Sell	20,408 -6,845	-25%	-$253K	0.04%	292
2023 Q2	$1.03M	Sell	27,253 -702	-3%	-$25.9K	0.06%	231
2023 Q1	$1.04M	Buy	27,955 +3,865	+16%	+$148K	0.07%	224
2022 Q4	$890K	Sell	24,090 -1,984	-8%	-$73.2K	0.07%	200
2022 Q3	$939K	Sell	26,074 -2,277	-8%	-$95.4K	0.08%	185
2022 Q2	$1.16M	Sell	28,351 -139,517	-83%	-$6.22M	0.1%	169
2022 Q1	$8.11M	Buy	+167,868	New	+$7.87M	0.57%	35
2021 Q1	–	Sell	-16,597	Closed	-$607K	–	563
2020 Q4	$607K	Buy	16,597 +362	+2%	+$13.1K	0.05%	243
2020 Q3	$573K	Buy	16,235 +765	+5%	+$27.3K	0.05%	247
2020 Q2	$539K	Buy	+15,470	New	+$523K	0.06%	233
2020 Q1	–	Sell	-5,231	Closed	-$202K	–	426
2019 Q4	$202K	Buy	+5,231	New	+$202K	0.02%	394

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

Focus Financial Network's XLRE Position: Q2 2026 in Review

Focus Financial Network reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.8% in Q2 2026, selling an estimated $45.6K and leaving 12,305 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #467.

Focus Financial Network first reported a position in XLRE in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.11M in Q1 2022. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Focus Financial Network held 12,305 shares of State Street Real Estate Select Sector SPDR ETF worth $542K as of Q2 2026.
Focus Financial Network sold 1,036 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $45.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #467 holding.
Focus Financial Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
Focus Financial Network's State Street Real Estate Select Sector SPDR ETF position peaked at $8.11M in Q1 2022.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.