Okabena Investment Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Okabena Investment Services’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	$481K	Buy	10,931 +221	+2%	+$9.72K	0.09%	112
2026 Q1	$437K	Buy	10,710 +241	+2%	+$10.1K	0.08%	124
2025 Q4	$422K	Buy	10,469 +203	+2%	+$8.35K	0.08%	121
2025 Q3	$433K	Buy	10,266 +204	+2%	+$8.53K	0.08%	120
2025 Q2	$417K	Buy	10,062 +241	+2%	+$9.9K	0.09%	112
2025 Q1	$411K	Buy	9,821 +61	+0.6%	+$2.54K	0.1%	105
2024 Q4	$397K	Buy	9,760 +644	+7%	+$27.9K	0.11%	101
2024 Q3	$407K	Hold	9,116	–	–	0.11%	94
2024 Q2	$350K	Hold	9,116	–	–	0.11%	98
2024 Q1	$360K	Hold	9,116	–	–	0.12%	92
2023 Q4	$365K	Buy	+9,116	New	+$327K	0.14%	89

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

Okabena Investment Services's XLRE Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.1% in Q2 2026, buying an estimated $9.72K and bringing the position to 10,931 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #112.

Okabena Investment Services first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Okabena Investment Services held 10,931 shares of State Street Real Estate Select Sector SPDR ETF worth $481K as of Q2 2026.
Okabena Investment Services bought 221 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $9.72K.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of Okabena Investment Services's portfolio in Q2 2026, its #112 holding.
Okabena Investment Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.