McDonald Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

McDonald Partners’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	$155K	Buy	+3,529	New	+$155K	0.04%	231
2022 Q1	–	Sell	-55,202	Closed	-$2.86M	–	711
2021 Q4	$2.86M	Buy	+55,202	New	+$2.66M	2.65%	10

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

McDonald Partners's XLRE Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 3,529 shares worth $155K. The stake represents 0.04% of the portfolio and ranks #231 among its holdings. This is a return to the name: McDonald Partners previously reported a position in XLRE as recently as Q4 2021.

McDonald Partners first reported a position in XLRE in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.86M in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

McDonald Partners held 3,529 shares of State Street Real Estate Select Sector SPDR ETF worth $155K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new McDonald Partners position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of McDonald Partners's portfolio in Q2 2026, its #231 holding.
McDonald Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
McDonald Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $2.86M 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 McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.