Minot DeBlois Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Minot DeBlois 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	–	Sell	-100	Closed	-$4.08K	–	253
2026 Q1	$4.08K	Sell	100 -100	-50%	-$4.19K	﹤0.01%	167
2025 Q4	$8.07K	Sell	200 -50	-20%	-$2.06K	0.01%	128
2025 Q3	$10.5K	Sell	250 -114	-31%	-$4.77K	0.01%	149
2025 Q2	$15.1K	Hold	364	–	–	0.01%	141
2025 Q1	$15.2K	Hold	364	–	–	0.02%	141
2024 Q4	$14.8K	Buy	+364	New	+$15.8K	0.01%	184

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

Minot DeBlois Advisors's XLRE Position: Q2 2026 in Review

Minot DeBlois Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 100 shares — an estimated $4.08K sold.

Minot DeBlois Advisors first reported a position in XLRE in Q4 2024 and held it in 6 quarters. The position peaked at $15.2K in Q1 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Minot DeBlois Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Minot DeBlois Advisors sold 100 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $4.08K.
Minot DeBlois Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Minot DeBlois Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $15.2K in Q1 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.