Gladstone Institutional Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gladstone Institutional Advisory’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	$4.19M	Sell	95,275 -3,161	-3%	-$139K	0.13%	167
2026 Q1	$4.02M	Sell	98,436 -8,215	-8%	-$344K	0.15%	159
2025 Q4	$4.3M	Sell	106,651 -3,059	-3%	-$126K	0.16%	139
2025 Q3	$4.62M	Buy	109,710 +4,119	+4%	+$172K	0.18%	126
2025 Q2	$4.37M	Buy	105,591 +6,628	+7%	+$272K	0.18%	128
2025 Q1	$4.14M	Sell	98,963 -6,653	-6%	-$277K	0.19%	126
2024 Q4	$4.3M	Buy	105,616 +17,694	+20%	+$766K	0.2%	117
2024 Q3	$3.93M	Sell	87,922 -7,584	-8%	-$320K	0.19%	130
2024 Q2	$3.67M	Sell	95,506 -5,743	-6%	-$216K	0.19%	144
2024 Q1	$4M	Buy	101,249 +57,283	+130%	+$2.23M	0.22%	126
2023 Q4	$1.76M	Sell	43,966 -55,777	-56%	-$2M	0.1%	214
2023 Q3	$3.4M	Buy	99,743 +81,838	+457%	+$3.03M	0.22%	119
2023 Q2	$675K	Buy	17,905 +7,948	+80%	+$293K	0.04%	347
2023 Q1	$372K	Buy	9,957 +1,078	+12%	+$41.4K	0.02%	475
2022 Q4	$328K	Sell	8,879 -28,577	-76%	-$1.05M	0.02%	482
2022 Q3	$1.35M	Buy	37,456 +26,228	+234%	+$1.1M	0.11%	226
2022 Q2	$459K	Sell	11,228 -28,493	-72%	-$1.27M	0.04%	428
2022 Q1	$1.92M	Buy	39,721 +26,652	+204%	+$1.25M	0.13%	193
2021 Q4	$677K	Buy	13,069 +6,752	+107%	+$325K	0.05%	318
2021 Q3	$281K	Buy	6,317 +1,269	+25%	+$59K	0.03%	443
2021 Q2	$224K	Buy	+5,048	New	+$216K	0.03%	466

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

Gladstone Institutional Advisory's XLRE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.2% in Q2 2026, selling an estimated $139K and leaving 95,275 shares worth $4.19M. The position accounts for 0.13% of the portfolio, ranked #167.

Gladstone Institutional Advisory first reported a position in XLRE in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.62M in Q3 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Gladstone Institutional Advisory held 95,275 shares of State Street Real Estate Select Sector SPDR ETF worth $4.19M as of Q2 2026.
Gladstone Institutional Advisory sold 3,161 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
State Street Real Estate Select Sector SPDR ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #167 holding.
Gladstone Institutional Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Gladstone Institutional Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $4.62M in Q3 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.