Luminist Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Luminist Capital’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	$1.23M	Buy	28,024 +6,197	+28%	+$273K	1.39%	19
2026 Q1	$891K	Buy	21,827 +1,945	+10%	+$81.5K	1.18%	19
2025 Q4	$802K	Buy	19,882 +746	+4%	+$30.7K	0.99%	25
2025 Q3	$806K	Buy	19,136 +18,879	+7,346%	+$790K	0.7%	34
2025 Q2	$10.7K	Hold	257	–	–	0.01%	165
2025 Q1	$10.8K	Sell	257 -11,443	-98%	-$477K	0.01%	121
2024 Q4	$476K	Buy	+11,700	New	+$506K	0.83%	21

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

Luminist Capital's XLRE Position: Q2 2026 in Review

Luminist Capital increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 28% in Q2 2026, buying an estimated $273K and bringing the position to 28,024 shares worth $1.23M. The position accounts for 1.39% of the portfolio, ranked #19.

Luminist Capital first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Luminist Capital held 28,024 shares of State Street Real Estate Select Sector SPDR ETF worth $1.23M as of Q2 2026.
Luminist Capital bought 6,197 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $273K.
State Street Real Estate Select Sector SPDR ETF made up 1.39% of Luminist Capital's portfolio in Q2 2026, its #19 holding.
Luminist Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.