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Norris Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Norris Financial Group’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 		$4.66M Buy
105,790
+3,860
+4% +$170K 1.85% 22
2026
Q1 		$4.16M Buy
+101,930
New +$4.27M 1.36% 22

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

Norris Financial Group's XLRE Position: Q2 2026 in Review

Norris Financial Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.8% in Q2 2026, buying an estimated $170K and bringing the position to 105,790 shares worth $4.66M. The position accounts for 1.85% of the portfolio, ranked #22.

Norris Financial Group first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Norris Financial Group held 105,790 shares of State Street Real Estate Select Sector SPDR ETF worth $4.66M as of Q2 2026.
  • Norris Financial Group bought 3,860 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $170K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.85% of Norris Financial Group's portfolio in Q2 2026, its #22 holding.
  • Norris Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.