Hilton Head Capital Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hilton Head Capital Partners’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	$3.61K	Sell	82 -83	-50%	-$3.65K	﹤0.01%	716
2026 Q1	$6.74K	Hold	165	–	–	﹤0.01%	649
2025 Q4	$6.66K	Buy	+165	New	+$6.79K	﹤0.01%	618

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

Hilton Head Capital Partners's XLRE Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 50% in Q2 2026, selling an estimated $3.65K and leaving 82 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Hilton Head Capital Partners first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.74K in Q1 2026. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Hilton Head Capital Partners held 82 shares of State Street Real Estate Select Sector SPDR ETF worth $3.61K as of Q2 2026.
Hilton Head Capital Partners sold 83 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.65K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #716 holding.
Hilton Head Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $6.74K in Q1 2026.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.