KIG
XLRE icon

Kessler Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kessler Investment Group’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 		$296K Sell
6,729
-2,516
-27% -$111K 0.13% 69
2026
Q1 		$377K Buy
9,245
+772
+9% +$32.4K 0.18% 56
2025
Q4 		$342K Buy
8,473
+25
+0.3% +$1.03K 0.14% 66
2025
Q3 		$356K Sell
8,448
-2,515
-23% -$105K 0.15% 64
2025
Q2 		$454K Buy
10,963
+68
+0.6% +$2.79K 0.19% 54
2025
Q1 		$456K Sell
10,895
-8,638
-44% -$360K 0.22% 55
2024
Q4 		$794K Buy
19,533
+518
+3% +$22.4K 0.38% 44
2024
Q3 		$849K Buy
19,015
+6,221
+49% +$262K 0.44% 44
2024
Q2 		$491K Sell
12,794
-7,832
-38% -$295K 0.27% 54
2024
Q1 		$815K Buy
20,626
+13,102
+174% +$510K 0.51% 39
2023
Q4 		$301K Sell
7,524
-16,313
-68% -$586K 0.18% 47
2023
Q3 		$812K Buy
+23,837
New +$882K 0.68% 33
2023
Q1 		– Sell
-3
Closed – – 185
2022
Q4 		$0 Sell
3
-10,331
-100% -$381K ﹤0.01% 195
2022
Q3 		$372K Buy
+10,334
New +$433K 0.31% 43
2022
Q2 		– Sell
-15,264
Closed -$738K – 192
2022
Q1 		$738K Sell
15,264
-1,455
-9% -$68.2K 0.43% 44
2021
Q4 		$866K Buy
+16,719
New +$804K 0.49% 46
2017
Q4 		– Sell
-3,857
Closed -$124K – 99
2017
Q3 		$124K Sell
3,857
-358
-8% -$11.6K 0.16% 53
2017
Q2 		$136K Sell
4,215
-174
-4% -$5.57K 0.17% 48
2017
Q1 		$139K Sell
4,389
-135
-3% -$4.21K 0.18% 48
2016
Q4 		$139K Buy
4,524
+5
+0.1% +$153 0.17% 50
2016
Q3 		$148K Buy
+4,519
New +$152K 0.21% 44

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

Kessler Investment Group's XLRE Position: Q2 2026 in Review

Kessler Investment Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 27% in Q2 2026, selling an estimated $111K and leaving 6,729 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #69.

Kessler Investment Group first reported a position in XLRE in Q3 2016 and has held it in 21 quarters since. The position peaked at $866K in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Kessler Investment Group held 6,729 shares of State Street Real Estate Select Sector SPDR ETF worth $296K as of Q2 2026.
  • Kessler Investment Group sold 2,516 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.13% of Kessler Investment Group's portfolio in Q2 2026, its #69 holding.
  • Kessler Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
  • Kessler Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $866K in Q4 2021.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.