Fortis Capital Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Fortis Capital 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	$238K	Sell	5,401 -1,989	-27%	-$87.5K	0.03%	367
2026 Q1	$302K	Buy	7,390 +1,440	+24%	+$60.4K	0.04%	301
2025 Q4	$240K	Sell	5,950 -2,341	-28%	-$96.3K	0.04%	273
2025 Q3	$349K	Buy	8,291 +161	+2%	+$6.74K	0.06%	210
2025 Q2	$337K	Sell	8,130 -7,495	-48%	-$308K	0.06%	194
2025 Q1	$654K	Buy	15,625 +288	+2%	+$12K	0.13%	131
2024 Q4	$668K	Sell	15,337 -14,314	-48%	-$619K	0.23%	87
2024 Q3	$1.32M	Buy	+29,651	New	+$1.25M	0.44%	44
2023 Q2	–	Sell	-1,640	Closed	-$61.3K	–	637
2023 Q1	$61.3K	Buy	1,640 +549	+50%	+$21.1K	0.03%	256
2022 Q4	$40.3K	Buy	+1,091	New	+$40.3K	0.02%	320

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

Fortis Capital Advisors's XLRE Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 27% in Q2 2026, selling an estimated $87.5K and leaving 5,401 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #367.

Fortis Capital Advisors first reported a position in XLRE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fortis Capital Advisors held 5,401 shares of State Street Real Estate Select Sector SPDR ETF worth $238K as of Q2 2026.
Fortis Capital Advisors sold 1,989 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $87.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #367 holding.
Fortis Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
Fortis Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.32M in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.