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

Kelleher Financial 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	$2.11K	Buy	48 +24	+100%	+$1.05K	﹤0.01%	752
2026 Q1	$980	Hold	24	–	–	﹤0.01%	647
2025 Q4	$968	Hold	24	–	–	﹤0.01%	662
2025 Q3	$1.01K	Buy	+24	New	+$1K	﹤0.01%	600

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

Kelleher Financial Advisors's XLRE Position: Q2 2026 in Review

Kelleher Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 100% in Q2 2026, buying an estimated $1.05K and bringing the position to 48 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Kelleher Financial Advisors first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Kelleher Financial Advisors held 48 shares of State Street Real Estate Select Sector SPDR ETF worth $2.11K as of Q2 2026.
Kelleher Financial Advisors bought 24 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #752 holding.
Kelleher Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.