Kayne Anderson Rudnick Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$8.56M	Sell	194,306 -31,124	-14%	-$1.37M	0.03%	233
2026 Q1	$9.2M	Buy	225,430 +85,310	+61%	+$3.58M	0.03%	230
2025 Q4	$5.65M	Sell	140,120 -18,909	-12%	-$778K	0.02%	252
2025 Q3	$6.7M	Sell	159,029 -8,220	-5%	-$344K	0.02%	250
2025 Q2	$6.93M	Sell	167,249 -14,558	-8%	-$598K	0.02%	242
2025 Q1	$7.61M	Buy	181,807 +10,936	+6%	+$456K	0.02%	251
2024 Q4	$6.95M	Buy	170,871 +3,717	+2%	+$161K	0.02%	258
2024 Q3	$7.47M	Buy	167,154 +2,000	+1%	+$84.3K	0.02%	253
2024 Q2	$6.34M	Sell	165,154 -8,793	-5%	-$331K	0.02%	267
2024 Q1	$6.88M	Buy	173,947 +4,222	+2%	+$164K	0.02%	268
2023 Q4	$6.8M	Sell	169,725 -7,768	-4%	-$279K	0.02%	272
2023 Q3	$6.05M	Sell	177,493 -8,362	-4%	-$309K	0.02%	280
2023 Q2	$7M	Sell	185,855 -6,812	-4%	-$251K	0.02%	272
2023 Q1	$7.2M	Sell	192,667 -56,969	-23%	-$2.19M	0.02%	268
2022 Q4	$9.22M	Sell	249,636 -9,038	-3%	-$334K	0.03%	261
2022 Q3	$9.31M	Sell	258,674 -10,757	-4%	-$451K	0.03%	252
2022 Q2	$11M	Buy	269,431 +18,952	+8%	+$845K	0.03%	238
2022 Q1	$12.1M	Buy	250,479 +59,884	+31%	+$2.81M	0.03%	235
2021 Q4	$9.88M	Buy	190,595 +27,399	+17%	+$1.32M	0.02%	244
2021 Q3	$7.25M	Buy	163,196 +12,748	+8%	+$592K	0.02%	251
2021 Q2	$6.67M	Buy	150,448 +19,329	+15%	+$829K	0.02%	250
2021 Q1	$5.18M	Buy	131,119 +22,268	+20%	+$837K	0.01%	254
2020 Q4	$3.98M	Buy	108,851 +27,024	+33%	+$980K	0.01%	268
2020 Q3	$2.89M	Buy	81,827 +12,095	+17%	+$431K	0.01%	264
2020 Q2	$2.43M	Buy	+69,732	New	+$2.36M	0.01%	266

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

Kayne Anderson Rudnick Investment Management's XLRE Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $1.37M and leaving 194,306 shares worth $8.56M. The position accounts for 0.03% of the portfolio, ranked #233.

Kayne Anderson Rudnick Investment Management first reported a position in XLRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q1 2022. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 194,306 shares of State Street Real Estate Select Sector SPDR ETF worth $8.56M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 31,124 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.37M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #233 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Kayne Anderson Rudnick Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $12.1M in Q1 2022.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.