Golden State Equity Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Golden State Equity Partners’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	–	Sell	-12,563	Closed	-$513K	–	1778
2026 Q1	$513K	Buy	12,563 +2,738	+28%	+$115K	0.04%	451
2025 Q4	$396K	Buy	+9,825	New	+$404K	0.06%	334
2024 Q4	–	Sell	-404	Closed	-$18K	–	905
2024 Q3	$18K	Buy	+404	New	+$17K	﹤0.01%	655
2023 Q4	$544K	Buy	13,583 +884	+7%	+$31.7K	0.13%	175
2023 Q3	$433K	Buy	12,699 +364	+3%	+$13.5K	0.12%	186
2023 Q2	$465K	Buy	12,335 +2,288	+23%	+$84.4K	0.13%	193
2023 Q1	$376K	Buy	+10,047	New	+$386K	0.2%	124
2021 Q3	–	Sell	-15,664	Closed	-$694K	–	283
2021 Q2	$694K	Buy	+15,664	New	+$672K	0.27%	97

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

Golden State Equity Partners's XLRE Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 12,563 shares — an estimated $513K sold.

Golden State Equity Partners first reported a position in XLRE in Q2 2021 and held it in 8 quarters. The position peaked at $694K in Q2 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 12,563 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $513K.
Golden State Equity Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Golden State Equity Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $694K in Q2 2021.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.