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

Millington Financial 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	$221K	Buy	4,873 +25	+0.5%	+$1.1K	0.09%	118
2026 Q1	$211K	Sell	4,848 -92	-2%	-$3.86K	0.09%	110
2025 Q4	$207K	Sell	4,940 -895	-15%	-$36.8K	0.09%	111
2025 Q3	$239K	Sell	5,835 -91	-2%	-$3.81K	0.12%	95
2025 Q2	$254K	Buy	5,926 +689	+13%	+$28.3K	0.13%	84
2025 Q1	$204K	Buy	+5,237	New	+$218K	0.13%	85

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

Millington Financial Advisors's XLRE Position: Q2 2026 in Review

Millington Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.52% in Q2 2026, buying an estimated $1.1K and bringing the position to 4,873 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #118.

Millington Financial Advisors first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q2 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Millington Financial Advisors held 4,873 shares of State Street Real Estate Select Sector SPDR ETF worth $221K as of Q2 2026.
Millington Financial Advisors bought 25 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of Millington Financial Advisors's portfolio in Q2 2026, its #118 holding.
Millington Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Millington Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $254K in Q2 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.