J.M. Forbes & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J.M. Forbes & Co’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	$3.3M	Hold	74,904	–	–	0.26%	63
2026 Q1	$3.06M	Hold	74,904	–	–	0.26%	63
2025 Q4	$3.02M	Hold	74,904	–	–	0.24%	63
2025 Q3	$3.16M	Hold	74,904	–	–	0.26%	64
2025 Q2	$3.1M	Hold	74,904	–	–	0.28%	61
2025 Q1	$3.13M	Sell	74,904 -1,146	-2%	-$47.7K	0.3%	61
2024 Q4	$3.09M	Hold	76,050	–	–	0.3%	62
2024 Q3	$3.4M	Hold	76,050	–	–	0.33%	60
2024 Q2	$2.92M	Sell	76,050 -461	-0.6%	-$17.4K	0.3%	59
2024 Q1	$3.02M	Hold	76,511	–	–	0.33%	58
2023 Q4	$3.07M	Sell	76,511 -856	-1%	-$30.7K	0.36%	58
2023 Q3	$2.64M	Buy	77,367 +9,850	+15%	+$364K	0.34%	58
2023 Q2	$2.54M	Buy	+67,517	New	+$2.49M	0.32%	59

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

J.M. Forbes & Co's XLRE Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 74,904 shares worth $3.3M. The position accounts for 0.26% of the portfolio, ranked #63.

J.M. Forbes & Co first reported a position in XLRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.4M in Q3 2024. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

J.M. Forbes & Co held 74,904 shares of State Street Real Estate Select Sector SPDR ETF worth $3.3M as of Q2 2026.
J.M. Forbes & Co left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.26% of J.M. Forbes & Co's portfolio in Q2 2026, its #63 holding.
J.M. Forbes & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $3.4M in Q3 2024.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.