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Founders Financial Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Founders Financial Securities’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 		$1.31M Buy
29,781
+7,019
+31% +$309K 0.07% 262
2026
Q1 		$973K Buy
22,762
+801
+4% +$33.6K 0.05% 298
2025
Q4 		$886K Sell
21,961
-9,253
-30% -$381K 0.05% 306
2025
Q3 		$1.32M Buy
31,214
+14,768
+90% +$618K 0.09% 207
2025
Q2 		$681K Buy
16,446
+1,390
+9% +$57.1K 0.05% 293
2025
Q1 		$614K Sell
15,056
-5,435
-27% -$226K 0.05% 285
2024
Q4 		$833K Buy
20,491
+6,218
+44% +$269K 0.08% 205
2024
Q3 		$638K Sell
14,273
-1,316
-8% -$55.5K 0.06% 233
2024
Q2 		$599K Buy
15,589
+4,694
+43% +$177K 0.06% 255
2024
Q1 		$431K Sell
10,895
-8,149
-43% -$317K 0.05% 282
2023
Q4 		$763K Buy
19,044
+10
+0.1% +$359 0.08% 196
2023
Q3 		$648K Buy
19,034
+9,986
+110% +$370K 0.08% 181
2023
Q2 		$341K Buy
9,048
+623
+7% +$23K 0.05% 249
2023
Q1 		$315K Sell
8,425
-1,439
-15% -$55.3K 0.05% 254
2022
Q4 		$364K Buy
9,864
+2,289
+30% +$84.5K 0.06% 231
2022
Q3 		$273K Sell
7,575
-970
-11% -$40.6K 0.05% 243
2022
Q2 		$349K Sell
8,545
-333
-4% -$14.9K 0.07% 186
2022
Q1 		$429K Buy
8,878
+874
+11% +$41K 0.08% 184
2021
Q4 		$415K Sell
8,004
-14,457
-64% -$696K 0.07% 187
2021
Q3 		$998K Buy
22,461
+1,529
+7% +$71K 0.2% 102
2021
Q2 		$928K Buy
+20,932
New +$897K 0.18% 117

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

Founders Financial Securities's XLRE Position: Q2 2026 in Review

Founders Financial Securities increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 31% in Q2 2026, buying an estimated $309K and bringing the position to 29,781 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #262.

Founders Financial Securities first reported a position in XLRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Founders Financial Securities held 29,781 shares of State Street Real Estate Select Sector SPDR ETF worth $1.31M as of Q2 2026.
  • Founders Financial Securities bought 7,019 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $309K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of Founders Financial Securities's portfolio in Q2 2026, its #262 holding.
  • Founders Financial Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Founders Financial Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $1.32M in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.