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

JSF 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	$1.38M	Buy	+31,238	New	+$1.37M	0.22%	59
2026 Q1	–	Sell	-26,584	Closed	-$1.07M	–	137
2025 Q4	$1.07M	Buy	+26,584	New	+$1.09M	0.22%	62
2025 Q2	–	Sell	-26,551	Closed	-$1.11M	–	138
2025 Q1	$1.11M	Buy	26,551 +6,349	+31%	+$264K	0.29%	48
2024 Q4	$822K	Buy	20,202 +1,812	+10%	+$78.4K	0.22%	67
2024 Q3	$821K	Buy	18,390 +2,852	+18%	+$120K	0.24%	64
2024 Q2	$597K	Buy	+15,538	New	+$585K	0.18%	68
2023 Q4	–	Sell	-14,543	Closed	-$495K	–	119
2023 Q3	$495K	Buy	+14,543	New	+$538K	0.19%	65
2022 Q3	–	Sell	-11,763	Closed	-$481K	–	120
2022 Q2	$481K	Buy	+11,763	New	+$525K	0.22%	68
2021 Q4	–	Sell	-6,637	Closed	-$295K	–	132
2021 Q3	$295K	Buy	+6,637	New	+$308K	0.15%	87

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

JSF Financial's XLRE Position: Q2 2026 in Review

JSF Financial opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 31,238 shares worth $1.38M. The stake represents 0.22% of the portfolio and ranks #59 among its holdings. This is a return to the name: JSF Financial previously reported a position in XLRE as recently as Q4 2025.

JSF Financial first reported a position in XLRE in Q3 2021 and has held it in 9 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

JSF Financial held 31,238 shares of State Street Real Estate Select Sector SPDR ETF worth $1.38M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new JSF Financial position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.22% of JSF Financial's portfolio in Q2 2026, its #59 holding.
JSF Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.