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Mount Yale Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mount Yale Investment 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 		$841K Sell
19,099
-383
-2% -$16.8K 0.02% 630
2026
Q1 		$795K Buy
+19,482
New +$817K 0.02% 575
2025
Q3 		– Sell
-13,590
Closed -$563K – 1628
2025
Q2 		$563K Sell
13,590
-547
-4% -$22.5K 0.04% 316
2025
Q1 		$592K Sell
14,137
-249
-2% -$10.4K 0.05% 294
2024
Q4 		$585K Sell
14,386
-4,076
-22% -$176K 0.05% 316
2024
Q3 		$825K Sell
18,462
-5,530
-23% -$233K 0.08% 231
2024
Q2 		$922K Sell
23,992
-4,473
-16% -$168K 0.07% 224
2024
Q1 		$1.13M Buy
28,465
+1,768
+7% +$68.8K 0.09% 199
2023
Q4 		$1.07M Buy
26,697
+662
+3% +$23.8K 0.1% 189
2023
Q3 		$887K Sell
26,035
-1,424
-5% -$52.7K 0.1% 202
2023
Q2 		$1.03M Buy
27,459
+4,040
+17% +$149K 0.11% 185
2023
Q1 		$875K Sell
23,419
-1,864
-7% -$71.6K 0.1% 207
2022
Q4 		$934K Buy
25,283
+5,406
+27% +$200K 0.11% 198
2022
Q3 		$716K Buy
19,877
+2,001
+11% +$83.8K 0.1% 222
2022
Q2 		$730K Buy
17,876
+346
+2% +$15.4K 0.09% 220
2022
Q1 		$847K Buy
17,530
+2,153
+14% +$101K 0.09% 219
2021
Q4 		$797K Buy
15,377
+3,788
+33% +$182K 0.08% 237
2021
Q3 		$515K Buy
11,589
+747
+7% +$34.7K 0.06% 279
2021
Q2 		$481K Sell
10,842
-254
-2% -$10.9K 0.06% 269
2021
Q1 		$438K Buy
11,096
+1,024
+10% +$38.5K 0.06% 272
2020
Q4 		$368K Buy
10,072
+288
+3% +$10.4K 0.05% 279
2020
Q3 		$345K Buy
9,784
+267
+3% +$9.52K 0.05% 268
2020
Q2 		$331K Sell
9,517
-685
-7% -$23.1K 0.06% 258
2020
Q1 		$316K Sell
10,202
-4,417
-30% -$165K 0.07% 231
2019
Q4 		$574K Buy
14,619
+1,874
+15% +$72.5K 0.1% 174
2019
Q3 		$479K Buy
12,745
+871
+7% +$33.4K 0.09% 199
2019
Q2 		$450K Buy
11,874
+1,328
+13% +$48.5K 0.08% 204
2019
Q1 		$382K Buy
10,546
+243
+2% +$8.29K 0.07% 225
2018
Q4 		$357K Buy
10,303
+1,779
+21% +$57.7K 0.07% 232
2018
Q3 		$281K Buy
8,524
+353
+4% +$11.7K 0.05% 265
2018
Q2 		$267K Buy
8,171
+496
+6% +$15.5K 0.05% 270
2018
Q1 		$239K Buy
+7,675
New +$238K 0.05% 270

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mount Yale Investment Advisors's XLRE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2% in Q2 2026, selling an estimated $16.8K and leaving 19,099 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #630.

Mount Yale Investment Advisors first reported a position in XLRE in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.13M in Q1 2024. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Mount Yale Investment Advisors held 19,099 shares of State Street Real Estate Select Sector SPDR ETF worth $841K as of Q2 2026.
  • Mount Yale Investment Advisors sold 383 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $16.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #630 holding.
  • Mount Yale Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
  • Mount Yale Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.13M in Q1 2024.
  • 804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.