New England Capital Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

New England Capital Financial 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	$392K	Buy	8,911 +34	+0.4%	+$1.5K	0.09%	43
2026 Q1	$362K	Buy	8,877 +26	+0.3%	+$1.09K	0.1%	45
2025 Q4	$357K	Sell	8,851 -850	-9%	-$35K	0.14%	44
2025 Q3	$409K	Sell	9,701 -93,486	-91%	-$3.91M	0.17%	40
2025 Q2	$4.27M	Buy	103,187 +6,970	+7%	+$286K	1.96%	11
2025 Q1	$4.03M	Sell	96,217 -2,372	-2%	-$98.8K	2.05%	10
2024 Q4	$4.01M	Buy	98,589 +3,555	+4%	+$154K	1.96%	12
2024 Q3	$4.25M	Buy	95,034 +2,129	+2%	+$89.7K	2.2%	10
2024 Q2	$3.57M	Buy	92,905 +4,787	+5%	+$180K	1.99%	10
2024 Q1	$3.48M	Buy	88,118 +12,936	+17%	+$503K	1.96%	11
2023 Q4	$3.01M	Sell	75,182 -6,664	-8%	-$239K	1.81%	11
2023 Q3	$2.79M	Buy	81,846 +4,084	+5%	+$151K	1.92%	12
2023 Q2	$2.93M	Buy	77,762 +3,599	+5%	+$133K	1.93%	11
2023 Q1	$2.77M	Buy	74,163 +2,225	+3%	+$85.4K	1.96%	11
2022 Q4	$2.82M	Buy	+71,938	New	+$2.66M	2%	11

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

New England Capital Financial Advisors's XLRE Position: Q2 2026 in Review

New England Capital Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.38% in Q2 2026, buying an estimated $1.5K and bringing the position to 8,911 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #43.

New England Capital Financial Advisors first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.27M in Q2 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

New England Capital Financial Advisors held 8,911 shares of State Street Real Estate Select Sector SPDR ETF worth $392K as of Q2 2026.
New England Capital Financial Advisors bought 34 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of New England Capital Financial Advisors's portfolio in Q2 2026, its #43 holding.
New England Capital Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.27M in Q2 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.