HM Payson & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

HM Payson & Co’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	$277K	Buy	6,295 +2,260	+56%	+$99.4K	﹤0.01%	398
2026 Q1	$165K	Buy	+4,035	New	+$169K	﹤0.01%	465
2025 Q2	–	Sell	-91	Closed	-$3.81K	–	1059
2025 Q1	$3.81K	Buy	+91	New	+$3.79K	﹤0.01%	924
2024 Q1	–	Sell	-37	Closed	-$1.48K	–	1018
2023 Q4	$1.48K	Buy	+37	New	+$1.33K	﹤0.01%	916
2020 Q2	–	Sell	-55	Closed	-$2K	–	945
2020 Q1	$2K	Hold	55	–	–	﹤0.01%	873
2019 Q4	$2K	Sell	55 -362	-87%	-$14K	﹤0.01%	899
2019 Q3	$16K	Hold	417	–	–	﹤0.01%	760
2019 Q2	$15K	Buy	+417	New	+$15.2K	﹤0.01%	769

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

HM Payson & Co's XLRE Position: Q2 2026 in Review

HM Payson & Co increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 56% in Q2 2026, buying an estimated $99.4K and bringing the position to 6,295 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

HM Payson & Co first reported a position in XLRE in Q2 2019 and has held it in 8 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

HM Payson & Co held 6,295 shares of State Street Real Estate Select Sector SPDR ETF worth $277K as of Q2 2026.
HM Payson & Co bought 2,260 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $99.4K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #398 holding.
HM Payson & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and has held it in 8 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.