Foster & Motley’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Foster & Motley’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	$3.58M	Sell	81,266 -2,874	-3%	-$126K	0.16%	123
2026 Q1	$3.44M	Sell	84,140 -1,284	-2%	-$53.8K	0.18%	131
2025 Q4	$3.45M	Sell	85,424 -11,601	-12%	-$477K	0.18%	125
2025 Q3	$4.09M	Sell	97,025 -1,747	-2%	-$73.1K	0.22%	114
2025 Q2	$4.09M	Sell	98,772 -1,040	-1%	-$42.7K	0.24%	106
2025 Q1	$4.18M	Sell	99,812 -910	-0.9%	-$37.9K	0.26%	96
2024 Q4	$4.1M	Sell	100,722 -5,127	-5%	-$222K	0.27%	93
2024 Q3	$4.73M	Sell	105,849 -7,231	-6%	-$305K	0.3%	89
2024 Q2	$4.34M	Sell	113,080 -4,341	-4%	-$164K	0.3%	92
2024 Q1	$4.64M	Sell	117,421 -674	-0.6%	-$26.2K	0.32%	87
2023 Q4	$4.73M	Buy	118,095 +17,916	+18%	+$643K	0.35%	80
2023 Q3	$3.41M	Buy	100,179 +9,752	+11%	+$361K	0.28%	104
2023 Q2	$3.41M	Buy	90,427 +1,445	+2%	+$53.3K	0.26%	108
2023 Q1	$3.33M	Buy	88,982 +426	+0.5%	+$16.4K	0.27%	99
2022 Q4	$3.27M	Buy	88,556 +25,480	+40%	+$940K	0.28%	98
2022 Q3	$2.27M	Buy	63,076 +1,294	+2%	+$54.2K	0.22%	127
2022 Q2	$2.52M	Sell	61,782 -5	-0%	-$223	0.22%	123
2022 Q1	$2.99M	Sell	61,787 -3,568	-5%	-$167K	0.23%	109
2021 Q4	$3.39M	Sell	65,355 -1,472	-2%	-$70.8K	0.26%	95
2021 Q3	$2.97M	Sell	66,827 -4,124	-6%	-$192K	0.25%	102
2021 Q2	$3.15M	Sell	70,951 -1,740	-2%	-$74.6K	0.26%	100
2021 Q1	$2.87M	Buy	72,691 +9,897	+16%	+$372K	0.24%	107
2020 Q4	$2.3M	Buy	62,794 +28,149	+81%	+$1.02M	0.22%	109
2020 Q3	$1.22M	Buy	34,645 +25,328	+272%	+$903K	0.14%	139
2020 Q2	$324K	Buy	+9,317	New	+$315K	0.04%	220

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

Foster & Motley's XLRE Position: Q2 2026 in Review

Foster & Motley reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.4% in Q2 2026, selling an estimated $126K and leaving 81,266 shares worth $3.58M. The position accounts for 0.16% of the portfolio, ranked #123.

Foster & Motley first reported a position in XLRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.73M in Q4 2023. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Foster & Motley held 81,266 shares of State Street Real Estate Select Sector SPDR ETF worth $3.58M as of Q2 2026.
Foster & Motley sold 2,874 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of Foster & Motley's portfolio in Q2 2026, its #123 holding.
Foster & Motley first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Foster & Motley's State Street Real Estate Select Sector SPDR ETF position peaked at $4.73M in Q4 2023.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.