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XLRE icon

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

Nestegg 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 		$557K Sell
12,655
-145
-1% -$6.38K 0.39% 27
2026
Q1 		$523K Buy
12,800
+35
+0.3% +$1.47K 0.46% 26
2025
Q4 		$515K Buy
12,765
+872
+7% +$35.9K 0.44% 30
2025
Q3 		$501K Buy
11,893
+279
+2% +$11.7K 0.44% 28
2025
Q2 		$481K Buy
11,614
+168
+1% +$6.9K 0.46% 27
2025
Q1 		$479K Buy
11,446
+368
+3% +$15.3K 0.51% 28
2024
Q4 		$465K Buy
+11,078
New +$479K 0.47% 27

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Nestegg Advisors's XLRE Position: Q2 2026 in Review

Nestegg Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q2 2026, selling an estimated $6.38K and leaving 12,655 shares worth $557K. The position accounts for 0.39% of the portfolio, ranked #27.

Nestegg Advisors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Nestegg Advisors held 12,655 shares of State Street Real Estate Select Sector SPDR ETF worth $557K as of Q2 2026.
  • Nestegg Advisors sold 145 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.38K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.39% of Nestegg Advisors's portfolio in Q2 2026, its #27 holding.
  • Nestegg Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.