HFS
XLRE icon

Horizon Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Horizon Financial 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 		$3.4M Buy
77,221
+3,287
+4% +$145K 1.3% 19
2026
Q1 		$3.02M Sell
73,934
-1,813
-2% -$76K 1.33% 21
2025
Q4 		$3.06M Buy
75,747
+4,302
+6% +$177K 1.39% 22
2025
Q3 		$3.01M Buy
71,445
+3,286
+5% +$137K 1.44% 21
2025
Q2 		$2.82M Sell
68,159
-319
-0.5% -$13.1K 1.5% 20
2025
Q1 		$2.87M Buy
68,478
+12,222
+22% +$509K 1.6% 19
2024
Q4 		$2.29M Buy
56,256
+725
+1% +$31.4K 1.29% 24
2024
Q3 		$2.48M Buy
55,531
+1,530
+3% +$64.5K 1.47% 22
2024
Q2 		$2.07M Sell
54,001
-2,019
-4% -$76K 1.31% 23
2024
Q1 		$2.21M Buy
56,020
+49,613
+774% +$1.93M 1.42% 24
2023
Q4 		$257K Buy
+6,407
New +$230K 0.18% 48

Other funds holding XLRE

VU
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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Horizon Financial Services's XLRE Position: Q2 2026 in Review

Horizon Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.4% in Q2 2026, buying an estimated $145K and bringing the position to 77,221 shares worth $3.4M. The position accounts for 1.3% of the portfolio, ranked #19.

Horizon Financial Services first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Horizon Financial Services held 77,221 shares of State Street Real Estate Select Sector SPDR ETF worth $3.4M as of Q2 2026.
  • Horizon Financial Services bought 3,287 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.3% of Horizon Financial Services's portfolio in Q2 2026, its #19 holding.
  • Horizon Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 370 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.