NovaPoint Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

NovaPoint Capital’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	$274K	Buy	+6,221	New	+$274K	0.06%	134
2025 Q4	–	Sell	-6,653	Closed	-$280K	–	142
2025 Q3	$280K	Buy	+6,653	New	+$278K	0.07%	123
2025 Q2	–	Sell	-6,511	Closed	-$272K	–	133
2025 Q1	$272K	Buy	6,511 +4	+0.1%	+$167	0.08%	122
2024 Q4	$265K	Buy	6,507 +413	+7%	+$17.9K	0.08%	116
2024 Q3	$272K	Sell	6,094 -45	-0.7%	-$1.9K	0.08%	112
2024 Q2	$236K	Buy	6,139 +18	+0.3%	+$678	0.08%	123
2024 Q1	$242K	Buy	6,121 +3	+0%	+$117	0.08%	121
2023 Q4	$245K	Buy	+6,118	New	+$220K	0.09%	115

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

NovaPoint Capital's XLRE Position: Q2 2026 in Review

NovaPoint Capital opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 6,221 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in XLRE as recently as Q3 2025.

NovaPoint Capital first reported a position in XLRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $280K in Q3 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

NovaPoint Capital held 6,221 shares of State Street Real Estate Select Sector SPDR ETF worth $274K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new NovaPoint Capital position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of NovaPoint Capital's portfolio in Q2 2026, its #134 holding.
NovaPoint Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
NovaPoint Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $280K in Q3 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.