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

LexAurum 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	$1.85M	Buy	41,975 +2,858	+7%	+$126K	0.21%	89
2026 Q1	$1.6M	Buy	+39,117	New	+$1.64M	0.21%	91
2025 Q3	$1.53M	Buy	36,418 +675	+2%	+$28.2K	0.22%	88
2025 Q2	$1.48M	Sell	35,743 -138	-0.4%	-$5.67K	0.23%	88
2025 Q1	$1.5M	Sell	35,881 -514	-1%	-$21.4K	0.29%	74
2024 Q4	$1.48M	Sell	36,395 -126	-0.3%	-$5.45K	0.29%	70
2024 Q3	$1.63M	Sell	36,521 -525	-1%	-$22.1K	0.36%	53
2024 Q2	$1.42M	Sell	37,046 -210	-0.6%	-$7.91K	0.35%	57
2024 Q1	$1.47M	Sell	37,256 -314	-0.8%	-$12.2K	0.37%	54
2023 Q4	$1.51M	Sell	37,570 -73	-0.2%	-$2.62K	0.39%	54
2023 Q3	$1.28M	Buy	37,643 +1,219	+3%	+$45.1K	0.37%	57
2023 Q2	$1.37M	Buy	36,424 +5	+0%	+$184	0.41%	51
2023 Q1	$1.36M	Buy	36,419 +5,997	+20%	+$230K	0.45%	47
2022 Q4	$1.12M	Sell	30,422 -4,492	-13%	-$166K	0.4%	50
2022 Q3	$1.26M	Buy	34,914 +360	+1%	+$15.1K	0.49%	44
2022 Q2	$1.41M	Buy	34,554 +3,925	+13%	+$175K	0.53%	41
2022 Q1	$1.48M	Buy	30,629 +1,392	+5%	+$65.2K	0.48%	47
2021 Q4	$1.51M	Buy	29,237 +502	+2%	+$24.2K	0.49%	42
2021 Q3	$1.28M	Sell	28,735 -29	-0.1%	-$1.35K	0.38%	70
2021 Q2	$1.27M	Buy	28,764 +589	+2%	+$25.3K	0.38%	72
2021 Q1	$1.11M	Buy	28,175 +1,003	+4%	+$37.7K	0.38%	66
2020 Q4	$993K	Buy	27,172 +343	+1%	+$12.4K	0.36%	67
2020 Q3	$946K	Buy	+26,829	New	+$956K	0.39%	59

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

LexAurum Advisors's XLRE Position: Q2 2026 in Review

LexAurum Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.3% in Q2 2026, buying an estimated $126K and bringing the position to 41,975 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #89.

LexAurum Advisors first reported a position in XLRE in Q3 2020 and has held it in 23 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

LexAurum Advisors held 41,975 shares of State Street Real Estate Select Sector SPDR ETF worth $1.85M as of Q2 2026.
LexAurum Advisors bought 2,858 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Real Estate Select Sector SPDR ETF made up 0.21% of LexAurum Advisors's portfolio in Q2 2026, its #89 holding.
LexAurum Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.