Foundations Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Foundations Investment 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	$3.13M	Buy	71,063 +64,900	+1,053%	+$2.85M	0.03%	324
2026 Q1	$252K	Buy	6,163 +155	+3%	+$6.5K	﹤0.01%	982
2025 Q4	$242K	Sell	6,008 -19,971	-77%	-$822K	﹤0.01%	982
2025 Q3	$1.09M	Sell	25,979 -2,148	-8%	-$89.9K	0.02%	442
2025 Q2	$1.17M	Buy	28,127 +3,414	+14%	+$140K	0.02%	397
2025 Q1	$1.03M	Sell	24,713 -1,358	-5%	-$56.6K	0.02%	398
2024 Q4	$1.06M	Buy	26,071 +10,681	+69%	+$462K	0.02%	385
2024 Q3	$687K	Sell	15,390 -150,610	-91%	-$6.35M	0.01%	440
2024 Q2	$6.38M	Buy	166,000 +20,018	+14%	+$754K	0.15%	119
2024 Q1	$5.77M	Buy	145,982 +15,133	+12%	+$589K	0.15%	125
2023 Q4	$5.08M	Buy	+130,849	New	+$4.7M	0.14%	121
2023 Q3	–	Sell	-20,273	Closed	-$764K	–	683
2023 Q2	$764K	Buy	+20,273	New	+$748K	0.03%	295

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

Foundations Investment Advisors's XLRE Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1,053% in Q2 2026, buying an estimated $2.85M and bringing the position to 71,063 shares worth $3.13M. The position accounts for 0.03% of the portfolio, ranked #324.

Foundations Investment Advisors first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.38M in Q2 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Foundations Investment Advisors held 71,063 shares of State Street Real Estate Select Sector SPDR ETF worth $3.13M as of Q2 2026.
Foundations Investment Advisors bought 64,900 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #324 holding.
Foundations Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6.38M in Q2 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.