Means Investment Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Means Investment Company’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	$263K	Sell	5,962 -9,210	-61%	-$405K	0.02%	172
2026 Q1	$619K	Sell	15,172 -4,351	-22%	-$182K	0.05%	114
2025 Q4	$788K	Sell	19,523 -666,925	-97%	-$27.4M	0.07%	100
2025 Q3	$28.9M	Buy	686,448 +81,340	+13%	+$3.4M	2.5%	11
2025 Q2	$25.1M	Buy	605,108 +18,577	+3%	+$763K	2.37%	11
2025 Q1	$24.5M	Buy	586,531 +138,833	+31%	+$5.78M	2.61%	10
2024 Q4	$18.2M	Buy	+447,698	New	+$19.4M	1.9%	12

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

Means Investment Company's XLRE Position: Q2 2026 in Review

Means Investment Company reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 61% in Q2 2026, selling an estimated $405K and leaving 5,962 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #172.

Means Investment Company first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.9M in Q3 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Means Investment Company held 5,962 shares of State Street Real Estate Select Sector SPDR ETF worth $263K as of Q2 2026.
Means Investment Company sold 9,210 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $405K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #172 holding.
Means Investment Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Means Investment Company's State Street Real Estate Select Sector SPDR ETF position peaked at $28.9M in Q3 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.