Keating Financial Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Keating Financial Advisory Services’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	$20.3K	Sell	462 -122	-21%	-$5.37K	﹤0.01%	988
2026 Q1	$23.8K	Buy	584 +12	+2%	+$503	﹤0.01%	830
2025 Q4	$23.1K	Buy	+572	New	+$23.5K	﹤0.01%	864

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

Keating Financial Advisory Services's XLRE Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 21% in Q2 2026, selling an estimated $5.37K and leaving 462 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Keating Financial Advisory Services first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.8K in Q1 2026. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Keating Financial Advisory Services held 462 shares of State Street Real Estate Select Sector SPDR ETF worth $20.3K as of Q2 2026.
Keating Financial Advisory Services sold 122 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.37K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #988 holding.
Keating Financial Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $23.8K in Q1 2026.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.