IFG Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

IFG Advisory’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	$2.03M	Buy	+46,207	New	+$2.03M	0.07%	288
2026 Q1	–	Sell	-25,618	Closed	-$1.03M	–	892
2025 Q4	$1.03M	Buy	25,618 +592	+2%	+$24.4K	0.05%	355
2025 Q3	$1.05M	Sell	25,026 -5,971	-19%	-$250K	0.05%	348
2025 Q2	$1.28M	Buy	30,997 +15,886	+105%	+$652K	0.06%	293
2025 Q1	$632K	Buy	15,111 +1,090	+8%	+$45.4K	0.04%	388
2024 Q4	$570K	Buy	+14,021	New	+$607K	0.03%	388
2024 Q2	–	Sell	-10,649	Closed	-$421K	–	631
2024 Q1	$421K	Buy	10,649 +4,414	+71%	+$172K	0.03%	324
2023 Q4	$250K	Buy	+6,235	New	+$224K	0.02%	510
2023 Q1	–	Sell	-5,928	Closed	-$218K	–	529
2022 Q4	$218K	Sell	5,928 -14,284	-71%	-$527K	0.02%	445
2022 Q3	$727K	Buy	20,212 +143	+0.7%	+$5.99K	0.07%	260
2022 Q2	$820K	Buy	20,069 +639	+3%	+$28.5K	0.09%	223
2022 Q1	$938K	Buy	19,430 +11,126	+134%	+$522K	0.09%	215
2021 Q4	$430K	Sell	8,304 -405	-5%	-$19.5K	0.04%	334
2021 Q3	$387K	Sell	8,709 -4,046	-32%	-$188K	0.04%	344
2021 Q2	$565K	Buy	12,755 +2,651	+26%	+$114K	0.06%	269
2021 Q1	$399K	Buy	+10,104	New	+$380K	0.05%	342

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

IFG Advisory's XLRE Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 46,207 shares worth $2.03M. The stake represents 0.07% of the portfolio and ranks #288 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XLRE as recently as Q4 2025.

IFG Advisory first reported a position in XLRE in Q1 2021 and has held it in 16 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

IFG Advisory held 46,207 shares of State Street Real Estate Select Sector SPDR ETF worth $2.03M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new IFG Advisory position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #288 holding.
IFG Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.