Impact Investors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Impact Investors’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	$876K	Sell	19,892 -3,310	-14%	-$146K	0.64%	31
2026 Q1	$947K	Buy	23,202 +4,727	+26%	+$198K	0.66%	32
2025 Q4	$745K	Buy	18,475 +2,672	+17%	+$110K	0.52%	42
2025 Q3	$666K	Buy	15,803 +1,606	+11%	+$67.2K	0.44%	51
2025 Q2	$588K	Buy	14,197 +457	+3%	+$18.8K	0.42%	51
2025 Q1	$575K	Buy	13,740 +2,223	+19%	+$92.6K	0.45%	50
2024 Q4	$468K	Buy	+11,517	New	+$498K	0.36%	56

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

Impact Investors's XLRE Position: Q2 2026 in Review

Impact Investors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $146K and leaving 19,892 shares worth $876K. The position accounts for 0.64% of the portfolio, ranked #31.

Impact Investors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Impact Investors held 19,892 shares of State Street Real Estate Select Sector SPDR ETF worth $876K as of Q2 2026.
Impact Investors sold 3,310 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
State Street Real Estate Select Sector SPDR ETF made up 0.64% of Impact Investors's portfolio in Q2 2026, its #31 holding.
Impact Investors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's State Street Real Estate Select Sector SPDR ETF position peaked at $947K in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.