HBW Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

HBW Advisory Services’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	$420K	Sell	9,539 -21	-0.2%	-$923	0.04%	334
2026 Q1	$390K	Sell	9,560 -69	-0.7%	-$2.89K	0.04%	317
2025 Q4	$389K	Buy	9,629 +330	+4%	+$13.6K	0.04%	309
2025 Q3	$392K	Sell	9,299 -566	-6%	-$23.7K	0.04%	297
2025 Q2	$409K	Sell	9,865 -91	-0.9%	-$3.74K	0.05%	269
2025 Q1	$417K	Sell	9,956 -357	-3%	-$14.9K	0.06%	236
2024 Q4	$419K	Buy	10,313 +52	+0.5%	+$2.25K	0.04%	232
2024 Q3	$458K	Sell	10,261 -4,523	-31%	-$191K	0.07%	214
2024 Q2	$568K	Sell	14,784 -12,091	-45%	-$455K	0.09%	182
2024 Q1	$1.08M	Hold	26,875	–	–	0.2%	117
2023 Q4	$1.08M	Buy	26,875 +2,744	+11%	+$98.5K	0.2%	117
2023 Q3	$822K	Buy	24,131 +3,541	+17%	+$131K	0.17%	135
2023 Q2	$776K	Buy	20,590 +3,223	+19%	+$119K	0.17%	135
2023 Q1	$649K	Buy	17,367 +148	+0.9%	+$5.68K	0.16%	142
2022 Q4	$636K	Buy	17,219 +1,773	+11%	+$65.4K	0.17%	149
2022 Q3	$556K	Buy	15,446 +949	+7%	+$39.8K	0.16%	147
2022 Q2	$592K	Buy	14,497 +1,547	+12%	+$69K	0.15%	138
2022 Q1	$626K	Buy	12,950 +584	+5%	+$27.4K	0.22%	115
2021 Q4	$641K	Sell	12,366 -12	-0.1%	-$577	0.15%	137
2021 Q3	$550K	Buy	12,378 +511	+4%	+$23.7K	0.14%	144
2021 Q2	$526K	Sell	11,867 -19	-0.2%	-$815	0.14%	145
2021 Q1	$469K	Buy	11,886 +932	+9%	+$35K	0.12%	150
2020 Q4	$400K	Buy	10,954 +1,519	+16%	+$55.1K	0.12%	141
2020 Q3	$333K	Sell	9,435 -97	-1%	-$3.46K	0.14%	134
2020 Q2	$332K	Buy	+9,532	New	+$322K	0.15%	132
2020 Q1	–	Sell	-5,862	Closed	-$224K	–	157
2019 Q4	$224K	Buy	+5,862	New	+$227K	0.13%	120

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

HBW Advisory Services's XLRE Position: Q2 2026 in Review

HBW Advisory Services reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.22% in Q2 2026, selling an estimated $923 and leaving 9,539 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #334.

HBW Advisory Services first reported a position in XLRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q1 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

HBW Advisory Services held 9,539 shares of State Street Real Estate Select Sector SPDR ETF worth $420K as of Q2 2026.
HBW Advisory Services sold 21 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $923.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #334 holding.
HBW Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
HBW Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $1.08M in Q1 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.