Harper Investing’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Harper Investing’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	$3.72M	Buy	84,441 +4,908	+6%	+$216K	1.25%	25
2026 Q1	$3.25M	Sell	79,533 -25,804	-24%	-$1.08M	1.42%	22
2025 Q4	$4.25M	Buy	105,337 +13,062	+14%	+$538K	1.83%	19
2025 Q3	$3.89M	Buy	92,275 +17,402	+23%	+$728K	1.85%	17
2025 Q2	$3.1M	Sell	74,873 -1,918	-2%	-$78.8K	1.73%	19
2025 Q1	$3.21M	Buy	76,791 +21,147	+38%	+$881K	2.13%	16
2024 Q4	$2.26M	Sell	55,644 -5,190	-9%	-$225K	1.67%	17
2024 Q3	$2.72M	Buy	60,834 +9,399	+18%	+$396K	1.78%	16
2024 Q2	$1.98M	Buy	51,435 +32,002	+165%	+$1.21M	1.94%	18
2024 Q1	$768K	Buy	+19,433	New	+$756K	0.9%	20

Other funds holding XLRE

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

Harper Investing's XLRE Position: Q2 2026 in Review

Harper Investing increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.2% in Q2 2026, buying an estimated $216K and bringing the position to 84,441 shares worth $3.72M. The position accounts for 1.25% of the portfolio, ranked #25.

Harper Investing first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.25M in Q4 2025. 291 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Harper Investing held 84,441 shares of State Street Real Estate Select Sector SPDR ETF worth $3.72M as of Q2 2026.
Harper Investing bought 4,908 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
State Street Real Estate Select Sector SPDR ETF made up 1.25% of Harper Investing's portfolio in Q2 2026, its #25 holding.
Harper Investing first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Harper Investing's State Street Real Estate Select Sector SPDR ETF position peaked at $4.25M in Q4 2025.
291 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.