JFS Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JFS Wealth Advisors’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	$4.9M	Sell	111,322 -3,294	-3%	-$145K	0.24%	67
2026 Q1	$4.68M	Sell	114,616 -9,850	-8%	-$413K	0.26%	66
2025 Q4	$5.02M	Sell	124,466 -9,189	-7%	-$378K	0.28%	62
2025 Q3	$5.63M	Sell	133,655 -4,464	-3%	-$187K	0.33%	55
2025 Q2	$5.72M	Buy	138,119 +2,660	+2%	+$109K	0.36%	48
2025 Q1	$5.67M	Buy	135,459 +22,901	+20%	+$954K	0.38%	44
2024 Q4	$4.58M	Buy	112,558 +13,240	+13%	+$573K	0.31%	55
2024 Q3	$4.44M	Buy	99,318 +24,516	+33%	+$1.03M	0.3%	57
2024 Q2	$2.87M	Sell	74,802 -2,095	-3%	-$78.9K	0.23%	65
2024 Q1	$3.04M	Sell	76,897 -2,967	-4%	-$115K	0.24%	61
2023 Q4	$3.2M	Buy	79,864 +2,959	+4%	+$106K	0.27%	57
2023 Q3	$2.62M	Sell	76,905 -157	-0.2%	-$5.81K	0.25%	62
2023 Q2	$2.9M	Buy	77,062 +2,656	+4%	+$98K	0.26%	59
2023 Q1	$2.78M	Buy	74,406 +6,424	+9%	+$247K	0.26%	60
2022 Q4	$2.51M	Buy	67,982 +4,252	+7%	+$157K	0.25%	65
2022 Q3	$2.29M	Buy	63,730 +13,590	+27%	+$569K	0.25%	69
2022 Q2	$2.05M	Buy	50,140 +622	+1%	+$27.7K	0.22%	72
2022 Q1	$2.39M	Sell	49,518 -3,336	-6%	-$156K	0.23%	80
2021 Q4	$2.74M	Buy	52,854 +48,189	+1,033%	+$2.32M	0.26%	75
2021 Q3	$207K	Buy	4,665 +4,594	+6,470%	+$213K	0.02%	215
2021 Q2	$3K	Buy	+71	New	+$3.04K	﹤0.01%	538
2020 Q4	–	Sell	-54	Closed	-$2K	–	638
2020 Q3	$2K	Buy	+54	New	+$1.93K	﹤0.01%	526
2018 Q2	–	Sell	-121	Closed	-$4K	–	554
2018 Q1	$4K	Buy	121 +97	+404%	+$3.01K	﹤0.01%	443
2017 Q4	$1K	Buy	+24	New	+$792	﹤0.01%	515
2016 Q4	–	Sell	-60	Closed	-$2K	–	493
2016 Q3	$2K	Buy	+60	New	+$2.01K	﹤0.01%	458

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

JFS Wealth Advisors's XLRE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.9% in Q2 2026, selling an estimated $145K and leaving 111,322 shares worth $4.9M. The position accounts for 0.24% of the portfolio, ranked #67.

JFS Wealth Advisors first reported a position in XLRE in Q3 2016 and has held it in 25 quarters since. The position peaked at $5.72M in Q2 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

JFS Wealth Advisors held 111,322 shares of State Street Real Estate Select Sector SPDR ETF worth $4.9M as of Q2 2026.
JFS Wealth Advisors sold 3,294 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Real Estate Select Sector SPDR ETF made up 0.24% of JFS Wealth Advisors's portfolio in Q2 2026, its #67 holding.
JFS Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 25 quarters since.
JFS Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5.72M in Q2 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.