Pacific Capital Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pacific Capital Wealth Advisors’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	$203K	Sell	4,612 -776	-14%	-$34.1K	0.03%	90
2026 Q1	$220K	Hold	5,388	–	–	0.04%	83
2025 Q4	$217K	Hold	5,388	–	–	0.04%	75
2025 Q3	$227K	Sell	5,388 -1,545	-22%	-$64.6K	0.04%	75
2025 Q2	$288K	Hold	6,933	–	–	0.05%	65
2025 Q1	$290K	Hold	6,933	–	–	0.05%	66
2024 Q4	$282K	Buy	+6,933	New	+$300K	0.05%	66

Other funds holding XLRE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors's XLRE Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $34.1K and leaving 4,612 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #90.

Pacific Capital Wealth Advisors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q1 2025. 137 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pacific Capital Wealth Advisors held 4,612 shares of State Street Real Estate Select Sector SPDR ETF worth $203K as of Q2 2026.
Pacific Capital Wealth Advisors sold 776 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $34.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Pacific Capital Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Pacific Capital Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $290K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.