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Millstone Evans Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Millstone Evans Group’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 		$9.55K Hold
217
– – 0.01% 595
2026
Q1 		$8.86K Hold
217
– – 0.01% 582
2025
Q4 		$8.76K Hold
217
– – 0.01% 566
2025
Q3 		$9.14K Hold
217
– – 0.01% 550
2025
Q2 		$8.99K Buy
217
+45
+26% +$1.85K 0.01% 536
2025
Q1 		$7.2K Buy
+172
New +$7.17K ﹤0.01% 562

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Millstone Evans Group's XLRE Position: Q2 2026 in Review

Millstone Evans Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 217 shares worth $9.55K. The position accounts for 0.01% of the portfolio, ranked #595.

Millstone Evans Group first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. 684 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Millstone Evans Group held 217 shares of State Street Real Estate Select Sector SPDR ETF worth $9.55K as of Q2 2026.
  • Millstone Evans Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #595 holding.
  • Millstone Evans Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 684 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.