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

Kaizen Financial Strategies’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 		$352K Sell
7,973
-10,961
-58% -$482K 0.11% 125
2026
Q1 		$829K Sell
18,934
-2,983
-14% -$125K 0.35% 52
2025
Q4 		$884K Buy
21,917
+3,419
+18% +$141K 0.39% 47
2025
Q3 		$753K Sell
18,498
-620
-3% -$25.9K 0.34% 52
2025
Q2 		$792K Sell
19,118
-390
-2% -$16K 0.4% 45
2025
Q1 		$816K Buy
19,508
+1,222
+7% +$50.9K 0.47% 35
2024
Q4 		$744K Sell
18,286
-124
-0.7% -$5.37K 0.42% 40
2024
Q3 		$822K Buy
18,410
+4,820
+35% +$203K 0.48% 37
2024
Q2 		$561K Buy
13,590
+917
+7% +$34.5K 0.35% 46
2024
Q1 		$501K Buy
12,673
+6,863
+118% +$267K 0.34% 54
2023
Q4 		$233K Sell
5,810
-1,765
-23% -$63.4K 0.18% 97
2023
Q3 		$258K Buy
+7,575
New +$280K 0.22% 79
2023
Q1 		– Sell
-5,479
Closed -$217K – 125
2022
Q4 		$217K Sell
5,479
-1,174
-18% -$43.3K 0.21% 109
2022
Q3 		$240K Sell
6,653
-2,039
-23% -$85.4K 0.24% 94
2022
Q2 		$355K Buy
8,692
+307
+4% +$13.7K 0.35% 72
2022
Q1 		$405K Sell
8,385
-15,944
-66% -$747K 0.32% 75
2021
Q4 		$1.26M Buy
24,329
+2,663
+12% +$128K 0.94% 29
2021
Q3 		$963K Buy
+21,666
New +$1.01M 0.78% 37

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kaizen Financial Strategies's XLRE Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 58% in Q2 2026, selling an estimated $482K and leaving 7,973 shares worth $352K. The position accounts for 0.11% of the portfolio, ranked #125.

Kaizen Financial Strategies first reported a position in XLRE in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.26M in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Kaizen Financial Strategies held 7,973 shares of State Street Real Estate Select Sector SPDR ETF worth $352K as of Q2 2026.
  • Kaizen Financial Strategies sold 10,961 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $482K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.11% of Kaizen Financial Strategies's portfolio in Q2 2026, its #125 holding.
  • Kaizen Financial Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
  • Kaizen Financial Strategies's State Street Real Estate Select Sector SPDR ETF position peaked at $1.26M in Q4 2021.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.