Independent Advisor Alliance’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Independent Advisor Alliance’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	–	Sell	-198,229	Closed	-$8.09M	–	1638
2026 Q1	$8.09M	Buy	+198,229	New	+$8.31M	0.09%	211
2025 Q1	–	Sell	-327,465	Closed	-$13.3M	–	1384
2024 Q4	$13.3M	Buy	+327,465	New	+$14.2M	0.18%	128
2019 Q4	–	Sell	-25,987	Closed	-$984K	–	907
2019 Q3	$984K	Hold	25,987	–	–	0.12%	160
2019 Q2	$1K	Buy	25,987 +7,944	+44%	+$290K	﹤0.01%	423
2019 Q1	$654K	Buy	18,043 +9,900	+122%	+$338K	0.09%	193
2018 Q4	$282K	Buy	+8,143	New	+$264K	0.05%	302

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

Independent Advisor Alliance's XLRE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 198,229 shares — an estimated $8.09M sold.

Independent Advisor Alliance first reported a position in XLRE in Q4 2018 and held it in 6 quarters. The position peaked at $13.3M in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 198,229 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $8.09M.
Independent Advisor Alliance first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Independent Advisor Alliance's State Street Real Estate Select Sector SPDR ETF position peaked at $13.3M in Q4 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.