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	$3.4M	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

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

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. 805 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.
805 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.