Oakmont Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Oakmont Advisory 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	$700K	Buy	+15,908	New	+$700K	0.59%	38
2026 Q1	–	Sell	-17,740	Closed	-$716K	–	130
2025 Q4	$716K	Buy	+17,740	New	+$730K	0.76%	35

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

Oakmont Advisory Group's XLRE Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 15,908 shares worth $700K. The stake represents 0.59% of the portfolio and ranks #38 among its holdings. This is a return to the name: Oakmont Advisory Group previously reported a position in XLRE as recently as Q4 2025.

Oakmont Advisory Group first reported a position in XLRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $716K in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Oakmont Advisory Group held 15,908 shares of State Street Real Estate Select Sector SPDR ETF worth $700K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Oakmont Advisory Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.59% of Oakmont Advisory Group's portfolio in Q2 2026, its #38 holding.
Oakmont Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Oakmont Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $716K in Q4 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.