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

Fortis Group 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	$5.58M	Buy	126,841 +44,409	+54%	+$1.95M	0.89%	25
2026 Q1	$3.66M	Buy	82,432 +825	+1%	+$34.6K	0.61%	41
2025 Q4	$3.38M	Sell	81,607 -5,807	-7%	-$239K	0.57%	46
2025 Q3	$3.58M	Sell	87,414 -89,563	-51%	-$3.75M	0.62%	45
2025 Q2	$7.33M	Sell	176,977 -83,464	-32%	-$3.43M	1.33%	13
2025 Q1	$10.9M	Buy	260,441 +115,489	+80%	+$4.81M	2.12%	7
2024 Q4	$5.9M	Sell	144,952 -122,392	-46%	-$5.3M	1.1%	28
2024 Q3	$11.9M	Buy	+267,344	New	+$11.3M	2.21%	10
2024 Q2	–	Sell	-7,625	Closed	-$301K	–	533
2024 Q1	$301K	Buy	+7,625	New	+$297K	0.06%	164
2020 Q3	$1.86M	Buy	+52,721	New	+$1.88M	0.36%	37

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 Group Advisors's XLRE Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 54% in Q2 2026, buying an estimated $1.95M and bringing the position to 126,841 shares worth $5.58M. The position accounts for 0.89% of the portfolio, ranked #25.

Fortis Group Advisors first reported a position in XLRE in Q3 2020 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fortis Group Advisors held 126,841 shares of State Street Real Estate Select Sector SPDR ETF worth $5.58M as of Q2 2026.
Fortis Group Advisors bought 44,409 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
State Street Real Estate Select Sector SPDR ETF made up 0.89% of Fortis Group Advisors's portfolio in Q2 2026, its #25 holding.
Fortis Group Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 10 quarters since.
Fortis Group Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $11.9M 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 Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.