North Star Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

North Star Investment Management’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	–	Sell	-60	Closed	-$2.45K	–	1843
2026 Q1	$2.45K	Sell	60 -92	-61%	-$3.86K	﹤0.01%	1376
2025 Q4	$6.13K	Sell	152 -21	-12%	-$864	﹤0.01%	1057
2025 Q3	$7.29K	Sell	173 -217	-56%	-$9.08K	﹤0.01%	970
2025 Q2	$16.2K	Buy	390 +252	+183%	+$10.3K	﹤0.01%	818
2025 Q1	$5.78K	Buy	+138	New	+$5.75K	﹤0.01%	956

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

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

North Star Investment Management's XLRE Position: Q2 2026 in Review

North Star Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 60 shares — an estimated $2.45K sold.

North Star Investment Management first reported a position in XLRE in Q1 2025 and held it in 5 quarters. The position peaked at $16.2K in Q2 2025. 325 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

North Star Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
North Star Investment Management sold 60 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.45K.
North Star Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
North Star Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $16.2K in Q2 2025.
325 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.