Gold Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gold Investment 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	$6.38K	Hold	145	–	–	﹤0.01%	174
2026 Q1	$5.92K	Hold	145	–	–	﹤0.01%	175
2025 Q4	$5.85K	Hold	145	–	–	﹤0.01%	180
2025 Q3	$6.11K	Hold	145	–	–	﹤0.01%	177
2025 Q2	$6.05K	Hold	145	–	–	﹤0.01%	176
2025 Q1	$6.07K	Hold	145	–	–	﹤0.01%	183
2024 Q4	$5.9K	Hold	145	–	–	﹤0.01%	181
2024 Q3	$6.47K	Hold	145	–	–	﹤0.01%	176
2024 Q2	$5.57K	Hold	145	–	–	﹤0.01%	181
2024 Q1	$5.73K	Sell	145 -6,191	-98%	-$241K	﹤0.01%	179
2023 Q4	$254K	Buy	+6,336	New	+$228K	0.11%	106

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

Gold Investment Management's XLRE Position: Q2 2026 in Review

Gold Investment Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 145 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Gold Investment Management first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $254K in Q4 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Gold Investment Management held 145 shares of State Street Real Estate Select Sector SPDR ETF worth $6.38K as of Q2 2026.
Gold Investment Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #174 holding.
Gold Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $254K in Q4 2023.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.