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

Harbour 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	$373K	Sell	8,475 -500	-6%	-$22K	0.19%	88
2026 Q1	$366K	Sell	8,975 -20	-0.2%	-$838	0.2%	90
2025 Q4	$363K	Sell	8,995 -1,040	-10%	-$42.8K	0.19%	84
2025 Q3	$423K	Sell	10,035 -2,925	-23%	-$122K	0.18%	80
2025 Q2	$537K	Sell	12,960 -145	-1%	-$5.95K	0.23%	68
2025 Q1	$548K	Sell	13,105 -300	-2%	-$12.5K	0.25%	68
2024 Q4	$545K	Hold	13,405	–	–	0.24%	69
2024 Q3	$599K	Sell	13,405 -1,370	-9%	-$57.7K	0.27%	61
2024 Q2	$568K	Sell	14,775 -420	-3%	-$15.8K	0.26%	61
2024 Q1	$601K	Sell	15,195 -1,910	-11%	-$74.3K	0.28%	61
2023 Q4	$685K	Hold	17,105	–	–	0.36%	55
2023 Q3	$583K	Buy	+17,105	New	+$633K	0.33%	57

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

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

Harbour Investment Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.6% in Q2 2026, selling an estimated $22K and leaving 8,475 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #88.

Harbour Investment Management first reported a position in XLRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $685K in Q4 2023. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Harbour Investment Management held 8,475 shares of State Street Real Estate Select Sector SPDR ETF worth $373K as of Q2 2026.
Harbour Investment Management sold 500 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $22K.
State Street Real Estate Select Sector SPDR ETF made up 0.19% of Harbour Investment Management's portfolio in Q2 2026, its #88 holding.
Harbour Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Harbour Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $685K in Q4 2023.
239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.