Fulcrum Equity Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Fulcrum Equity Management’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	$210K	Buy	+4,763	New	+$209K	0.15%	134
2024 Q4	–	Sell	-12,370	Closed	-$553K	–	161
2024 Q3	$553K	Buy	+12,370	New	+$521K	0.47%	71
2024 Q2	–	Sell	-8,298	Closed	-$328K	–	151
2024 Q1	$328K	Buy	+8,298	New	+$323K	0.39%	84
2022 Q2	–	Sell	-13,015	Closed	-$629K	–	122
2022 Q1	$629K	Buy	13,015 +567	+5%	+$26.6K	0.37%	50
2021 Q4	$645K	Buy	+12,448	New	+$599K	0.24%	76
2019 Q4	–	Sell	-516	Closed	-$20K	–	234
2019 Q3	$20K	Buy	+516	New	+$19.8K	0.01%	120

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

Fulcrum Equity Management's XLRE Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 4,763 shares worth $210K. The stake represents 0.15% of the portfolio and ranks #134 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in XLRE as recently as Q3 2024.

Fulcrum Equity Management first reported a position in XLRE in Q3 2019 and has held it in 6 quarters since. The position peaked at $645K in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fulcrum Equity Management held 4,763 shares of State Street Real Estate Select Sector SPDR ETF worth $210K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Fulcrum Equity Management position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Fulcrum Equity Management's portfolio in Q2 2026, its #134 holding.
Fulcrum Equity Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and has held it in 6 quarters since.
Fulcrum Equity Management's State Street Real Estate Select Sector SPDR ETF position peaked at $645K in Q4 2021.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.