Moss Adams Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Moss Adams Wealth 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	$72.7M	Buy	1,650,772 +61,185	+4%	+$2.69M	4.54%	7
2026 Q1	$64.9M	Buy	1,589,587 +70,032	+5%	+$2.94M	4.75%	7
2025 Q4	$61.3M	Buy	1,519,555 +46,361	+3%	+$1.91M	4.44%	7
2025 Q3	$62.1M	Buy	1,473,194 +160,082	+12%	+$6.7M	4.84%	5
2025 Q2	$54.4M	Buy	1,313,112 +47,954	+4%	+$1.97M	4.94%	5
2025 Q1	$52.9M	Buy	+1,265,158	New	+$52.7M	5.58%	5
2023 Q2	–	Sell	-7	Closed	-$262	–	189
2023 Q1	$262	Buy	+7	New	+$269	﹤0.01%	180

Other funds holding XLRE

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 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

Moss Adams Wealth Advisors's XLRE Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.8% in Q2 2026, buying an estimated $2.69M and bringing the position to 1,650,772 shares worth $72.7M. The position accounts for 4.54% of the portfolio, ranked #7.

Moss Adams Wealth Advisors first reported a position in XLRE in Q1 2023 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Moss Adams Wealth Advisors held 1,650,772 shares of State Street Real Estate Select Sector SPDR ETF worth $72.7M as of Q2 2026.
Moss Adams Wealth Advisors bought 61,185 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.69M.
State Street Real Estate Select Sector SPDR ETF made up 4.54% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Moss Adams Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 7 quarters since.
330 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.