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Marshall & Sterling Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Marshall & Sterling Wealth 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 		$459K Sell
10,430
-157
-1% -$6.9K 0.27% 69
2026
Q1 		$432K Buy
10,587
+490
+5% +$20.5K 0.28% 69
2025
Q4 		$407K Buy
10,097
+716
+8% +$29.5K 0.27% 63
2025
Q3 		$394K Buy
9,381
+3,531
+60% +$148K 0.25% 61
2025
Q2 		$242K Buy
+5,850
New +$240K 0.16% 71

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XLRE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q2 2026, selling an estimated $6.9K and leaving 10,430 shares worth $459K. The position accounts for 0.27% of the portfolio, ranked #69.

Marshall & Sterling Wealth Advisors first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 10,430 shares of State Street Real Estate Select Sector SPDR ETF worth $459K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 157 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.9K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.27% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.