Independent Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Independent Financial Group’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	$615K	Sell	13,960 -257	-2%	-$11.3K	0.01%	894
2026 Q1	$580K	Sell	14,217 -4,536	-24%	-$190K	0.01%	860
2025 Q4	$757K	Buy	18,753 +5,844	+45%	+$241K	0.02%	725
2025 Q3	$544K	Buy	12,909 +434	+3%	+$18.2K	0.01%	818
2025 Q2	$517K	Buy	12,475 +625	+5%	+$25.7K	0.01%	769
2025 Q1	$496K	Buy	11,850 +1,235	+12%	+$51.4K	0.02%	712
2024 Q4	$432K	Buy	10,615 +2,132	+25%	+$92.3K	0.01%	749
2024 Q3	$379K	Sell	8,483 -379	-4%	-$16K	0.01%	771
2024 Q2	$340K	Sell	8,862 -2,096	-19%	-$78.9K	0.01%	772
2024 Q1	$433K	Buy	10,958 +3,515	+47%	+$137K	0.02%	633
2023 Q4	$298K	Sell	7,443 -1,222	-14%	-$43.9K	0.02%	727
2023 Q3	$295K	Buy	8,665 +2,177	+34%	+$80.6K	0.02%	666
2023 Q2	$245K	Sell	6,488 -706	-10%	-$26K	0.02%	743
2023 Q1	$269K	Buy	+7,194	New	+$276K	0.02%	650
2022 Q3	–	Sell	-5,012	Closed	-$205K	–	788
2022 Q2	$205K	Buy	+5,012	New	+$224K	0.02%	635
2022 Q1	–	Sell	-6,009	Closed	-$311K	–	865
2021 Q4	$311K	Buy	+6,009	New	+$289K	0.03%	580

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 Financial Group's XLRE Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.8% in Q2 2026, selling an estimated $11.3K and leaving 13,960 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #894.

Independent Financial Group first reported a position in XLRE in Q4 2021 and has held it in 16 quarters since. The position peaked at $757K in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Independent Financial Group held 13,960 shares of State Street Real Estate Select Sector SPDR ETF worth $615K as of Q2 2026.
Independent Financial Group sold 257 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #894 holding.
Independent Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Independent Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $757K in Q4 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.