Harbor Asset Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Harbor Asset Planning’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	$35K	Sell	795 -192	-19%	-$8.44K	0.03%	260
2026 Q1	$40.3K	Buy	987 +6	+0.6%	+$251	0.03%	227
2025 Q4	$39.6K	Buy	981 +12	+1%	+$494	0.03%	214
2025 Q3	$40.9K	Buy	969 +6	+0.6%	+$251	0.04%	205
2025 Q2	$39.9K	Buy	+963	New	+$39.5K	0.04%	199

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Harbor Asset Planning's XLRE Position: Q2 2026 in Review

Harbor Asset Planning reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 19% in Q2 2026, selling an estimated $8.44K and leaving 795 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #260.

Harbor Asset Planning first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.9K in Q3 2025. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Harbor Asset Planning held 795 shares of State Street Real Estate Select Sector SPDR ETF worth $35K as of Q2 2026.
Harbor Asset Planning sold 192 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $8.44K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #260 holding.
Harbor Asset Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's State Street Real Estate Select Sector SPDR ETF position peaked at $40.9K in Q3 2025.
239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.