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Focus Partners Advisor Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Focus Partners Advisor Solutions’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 		$435K Sell
9,869
-13,091
-57% -$576K ﹤0.01% 862
2026
Q1 		$937K Sell
22,960
-1,266
-5% -$53.1K 0.01% 575
2025
Q4 		$978K Sell
24,226
-23,882
-50% -$983K 0.01% 505
2025
Q3 		$1.98M Buy
48,108
+20,371
+73% +$852K 0.02% 342
2025
Q2 		$1.15M Sell
27,737
-1,004
-3% -$41.2K 0.02% 409
2025
Q1 		$1.2M Buy
28,741
+17,911
+165% +$746K 0.02% 341
2024
Q4 		$440K Sell
10,830
-9,446
-47% -$409K 0.01% 505
2024
Q3 		$906K Buy
20,276
+2,026
+11% +$85.4K 0.02% 311
2024
Q2 		$701K Sell
18,250
-125
-0.7% -$4.71K 0.02% 304
2024
Q1 		$726K Buy
18,375
+3,440
+23% +$134K 0.02% 289
2023
Q4 		$598K Buy
14,935
+1,410
+10% +$50.6K 0.03% 225
2023
Q3 		$461K Buy
13,525
+267
+2% +$9.88K 0.02% 272
2023
Q2 		$500K Sell
13,258
-45,866
-78% -$1.69M 0.03% 221
2023
Q1 		$2.21M Buy
59,124
+8,767
+17% +$337K 0.14% 66
2022
Q4 		$1.86M Buy
50,357
+30,034
+148% +$1.11M 0.14% 79
2022
Q3 		$732K Buy
20,323
+15,347
+308% +$643K 0.04% 183
2022
Q2 		$203K Buy
+4,976
New +$222K 0.02% 339

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Advisor Solutions's XLRE Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 57% in Q2 2026, selling an estimated $576K and leaving 9,869 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Focus Partners Advisor Solutions first reported a position in XLRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q1 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Focus Partners Advisor Solutions held 9,869 shares of State Street Real Estate Select Sector SPDR ETF worth $435K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 13,091 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $576K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #862 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $2.21M in Q1 2023.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.