HHM Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

HHM Wealth Advisors’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	$267K	Hold	6,066	–	–	0.03%	182
2026 Q1	$248K	Buy	6,066 +593	+11%	+$24.9K	0.03%	169
2025 Q4	$221K	Hold	5,473	–	–	0.03%	183
2025 Q3	$231K	Sell	5,473 -37,718	-87%	-$1.58M	0.03%	186
2025 Q2	$1.79M	Buy	43,191 +2,675	+7%	+$110K	0.21%	46
2025 Q1	$1.7M	Hold	40,516	–	–	0.23%	45
2024 Q4	$1.65M	Sell	40,516 -675	-2%	-$29.2K	0.22%	48
2024 Q3	$1.84M	Sell	41,191 -696	-2%	-$29.3K	0.26%	36
2024 Q2	$1.61M	Sell	41,887 -402	-1%	-$15.1K	0.24%	42
2024 Q1	$1.67M	Buy	42,289 +1,100	+3%	+$42.8K	0.28%	33
2023 Q4	$1.65M	Buy	41,189 +3,468	+9%	+$125K	0.29%	32
2023 Q3	$1.29M	Sell	37,721 -287	-0.8%	-$10.6K	0.25%	32
2023 Q2	$1.43M	Buy	38,008 +538	+1%	+$19.8K	0.27%	32
2023 Q1	$1.4M	Buy	37,470 +5,965	+19%	+$229K	0.29%	30
2022 Q4	$1.16M	Buy	31,505 +16,912	+116%	+$624K	0.27%	33
2022 Q3	$525K	Buy	14,593 +14,306	+4,985%	+$599K	0.14%	52
2022 Q2	$12K	Hold	287	–	–	﹤0.01%	509
2022 Q1	$14K	Hold	287	–	–	﹤0.01%	507
2021 Q4	$15K	Hold	287	–	–	﹤0.01%	476
2021 Q3	$13K	Hold	287	–	–	﹤0.01%	469
2021 Q2	$13K	Hold	287	–	–	﹤0.01%	456
2021 Q1	$11K	Hold	287	–	–	﹤0.01%	447
2020 Q4	$10K	Hold	287	–	–	﹤0.01%	422
2020 Q3	$10K	Sell	287 -165	-37%	-$5.88K	﹤0.01%	395
2020 Q2	$16K	Buy	+452	New	+$15.3K	0.01%	333

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

HHM Wealth Advisors's XLRE Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 6,066 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #182.

HHM Wealth Advisors first reported a position in XLRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.84M in Q3 2024. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

HHM Wealth Advisors held 6,066 shares of State Street Real Estate Select Sector SPDR ETF worth $267K as of Q2 2026.
HHM Wealth Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #182 holding.
HHM Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
HHM Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.84M in Q3 2024.
239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.