Moisand Fitzgerald Tamayo’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Moisand Fitzgerald Tamayo’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	$1.81K	Hold	41	–	–	﹤0.01%	497
2026 Q1	$1.68K	Hold	41	–	–	﹤0.01%	474
2025 Q4	$1.66K	Hold	41	–	–	﹤0.01%	474
2025 Q3	$1.73K	Hold	41	–	–	﹤0.01%	519
2025 Q2	$1.7K	Hold	41	–	–	﹤0.01%	510
2025 Q1	$1.72K	Hold	41	–	–	﹤0.01%	512
2024 Q4	$1.67K	Hold	41	–	–	﹤0.01%	527
2024 Q3	$1.83K	Sell	41 -56	-58%	-$2.36K	﹤0.01%	534
2024 Q2	$3.73K	Buy	97 +56	+137%	+$2.11K	﹤0.01%	425
2024 Q1	$1.62K	Hold	41	–	–	﹤0.01%	505
2023 Q4	$1.64K	Hold	41	–	–	﹤0.01%	562
2023 Q3	$1.4K	Hold	41	–	–	﹤0.01%	611
2023 Q2	$1.55K	Hold	41	–	–	﹤0.01%	594
2023 Q1	$1.53K	Hold	41	–	–	﹤0.01%	605
2022 Q4	$1.51K	Hold	41	–	–	﹤0.01%	606
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	670
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	450
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	423
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	352
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	342
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	376
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	319
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	345
2020 Q3	$1K	Hold	41	–	–	﹤0.01%	312
2020 Q2	$1K	Hold	41	–	–	﹤0.01%	305
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	250
2019 Q4	$2K	Hold	41	–	–	﹤0.01%	257
2019 Q3	$2K	Hold	41	–	–	﹤0.01%	256
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	260
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	276
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	273
2018 Q3	$1K	Hold	41	–	–	﹤0.01%	296
2018 Q2	$1K	Hold	41	–	–	﹤0.01%	279
2018 Q1	$1K	Hold	41	–	–	﹤0.01%	319
2017 Q4	$1K	Hold	41	–	–	﹤0.01%	280
2017 Q3	$1K	Buy	+41	New	+$1.33K	﹤0.01%	311

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XLRE Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 41 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Moisand Fitzgerald Tamayo first reported a position in XLRE in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.73K in Q2 2024. 205 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Moisand Fitzgerald Tamayo held 41 shares of State Street Real Estate Select Sector SPDR ETF worth $1.81K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #497 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
Moisand Fitzgerald Tamayo's State Street Real Estate Select Sector SPDR ETF position peaked at $3.73K in Q2 2024.
205 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.