Money Concepts Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Money Concepts Capital’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	$275K	Buy	+6,241	New	+$274K	0.01%	537
2025 Q1	–	Sell	-5,206	Closed	-$212K	–	446
2024 Q4	$212K	Buy	+5,206	New	+$225K	0.02%	386
2024 Q1	–	Sell	-24,938	Closed	-$999K	–	416
2023 Q4	$999K	Buy	+24,938	New	+$896K	0.09%	208
2023 Q1	–	Sell	-10,698	Closed	-$395K	–	2944
2022 Q4	$395K	Buy	+10,698	New	+$395K	0.02%	488
2022 Q2	–	Sell	-7,538	Closed	-$364K	–	2645
2022 Q1	$364K	Buy	7,538 +713	+10%	+$33.4K	0.02%	523
2021 Q4	$354K	Buy	+6,825	New	+$328K	0.03%	366
2021 Q1	–	Sell	-125	Closed	-$5K	–	775
2020 Q4	$5K	Buy	+125	New	+$4.54K	﹤0.01%	621

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

Money Concepts Capital's XLRE Position: Q2 2026 in Review

Money Concepts Capital opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 6,241 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in XLRE as recently as Q4 2024.

Money Concepts Capital first reported a position in XLRE in Q4 2020 and has held it in 7 quarters since. The position peaked at $999K in Q4 2023. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Money Concepts Capital held 6,241 shares of State Street Real Estate Select Sector SPDR ETF worth $275K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Money Concepts Capital position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #537 holding.
Money Concepts Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
Money Concepts Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $999K in Q4 2023.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.