HVIA
XLRE icon

Hudson Valley Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hudson Valley Investment 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 		$1.58M Sell
35,843
-151
-0.4% -$6.64K 0.19% 86
2026
Q1 		$1.47M Buy
35,994
+1,526
+4% +$64K 0.19% 88
2025
Q4 		$1.39M Buy
34,468
+1,013
+3% +$41.7K 0.15% 93
2025
Q3 		$1.41M Buy
33,455
+4,228
+14% +$177K 0.15% 95
2025
Q2 		$1.21M Buy
29,227
+2,143
+8% +$88K 0.13% 97
2025
Q1 		$1.13M Buy
27,084
+2,975
+12% +$124K 0.14% 92
2024
Q4 		$981K Buy
24,109
+1,827
+8% +$79.1K 0.11% 99
2024
Q3 		$995K Buy
22,282
+5,334
+31% +$225K 0.11% 101
2024
Q2 		$675K Sell
16,948
-921
-5% -$34.7K 0.09% 115
2024
Q1 		$706K Buy
17,869
+921
+5% +$35.8K 0.08% 112
2023
Q4 		$675K Buy
16,948
+1,737
+11% +$62.4K 0.09% 115
2023
Q3 		$518K Buy
15,211
+1,361
+10% +$50.4K 0.07% 131
2023
Q2 		$522K Buy
13,850
+2,690
+24% +$99.2K 0.07% 137
2023
Q1 		$417K Buy
11,160
+2,245
+25% +$86.2K 0.06% 162
2022
Q4 		$329K Buy
8,915
+1,387
+18% +$51.2K 0.05% 180
2022
Q3 		$271K Buy
7,528
+2,375
+46% +$99.5K 0.04% 184
2022
Q2 		$211K Buy
+5,153
New +$230K 0.03% 189

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

Hudson Valley Investment Advisors's XLRE Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.42% in Q2 2026, selling an estimated $6.64K and leaving 35,843 shares worth $1.58M. The position accounts for 0.19% of the portfolio, ranked #86.

Hudson Valley Investment Advisors first reported a position in XLRE in Q2 2022 and has held it in 17 quarters since. 369 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Hudson Valley Investment Advisors held 35,843 shares of State Street Real Estate Select Sector SPDR ETF worth $1.58M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 151 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.64K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.19% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.