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Newman Dignan & Sheerar Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Newman Dignan & Sheerar Inc’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 		$361K Buy
8,193
+2,641
+48% +$116K 0.07% 149
2026
Q1 		$227K Buy
5,552
+37
+0.7% +$1.55K 0.05% 183
2025
Q4 		$223K Buy
5,515
+59
+1% +$2.43K 0.05% 183
2025
Q3 		$230K Buy
5,456
+41
+0.8% +$1.72K 0.05% 171
2025
Q2 		$224K Buy
5,415
+48
+0.9% +$1.97K 0.05% 173
2025
Q1 		$225K Sell
5,367
-534
-9% -$22.2K 0.06% 152
2024
Q4 		$240K Buy
5,901
+72
+1% +$3.12K 0.06% 155
2024
Q3 		$258K Buy
5,829
+442
+8% +$18.6K 0.06% 160
2024
Q2 		$207K Buy
5,387
+51
+1% +$1.92K 0.05% 167
2024
Q1 		$211K Sell
5,336
-681
-11% -$26.5K 0.06% 169
2023
Q4 		$241K Buy
+6,017
New +$216K 0.07% 151
2023
Q1 		– Sell
-78,837
Closed -$2.91M – 203
2022
Q4 		$2.91M Sell
78,837
-15,529
-16% -$573K 0.96% 30
2022
Q3 		$3.4K Buy
94,366
+4,861
+5% +$204K 0.53% 18
2022
Q2 		$3.66M Buy
+89,505
New +$3.99M 1.25% 18

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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
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

Newman Dignan & Sheerar Inc's XLRE Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 48% in Q2 2026, buying an estimated $116K and bringing the position to 8,193 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #149.

Newman Dignan & Sheerar Inc first reported a position in XLRE in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.66M in Q2 2022. 220 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 8,193 shares of State Street Real Estate Select Sector SPDR ETF worth $361K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 2,641 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $116K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #149 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 14 quarters since.
  • Newman Dignan & Sheerar Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $3.66M in Q2 2022.
  • 220 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.