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J. Team Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J. Team Financial’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 		$2.94M Buy
66,731
+3,416
+5% +$150K 2.85% 8
2026
Q1 		$2.59M Sell
63,315
-2,080
-3% -$87.2K 2.89% 9
2025
Q4 		$2.64M Sell
65,395
-7,193
-10% -$296K 2.64% 10
2025
Q3 		$3.06M Buy
+72,588
New +$3.04M 3.1% 8

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

J. Team Financial's XLRE Position: Q2 2026 in Review

J. Team Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.4% in Q2 2026, buying an estimated $150K and bringing the position to 66,731 shares worth $2.94M. The position accounts for 2.85% of the portfolio, ranked #8.

J. Team Financial first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.06M in Q3 2025. 478 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • J. Team Financial held 66,731 shares of State Street Real Estate Select Sector SPDR ETF worth $2.94M as of Q2 2026.
  • J. Team Financial bought 3,416 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $150K.
  • State Street Real Estate Select Sector SPDR ETF made up 2.85% of J. Team Financial's portfolio in Q2 2026, its #8 holding.
  • J. Team Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $3.06M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.