PCFFS
XLRE icon

Pacific Center for Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pacific Center for Financial 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 		$254K Buy
5,760
+17
+0.3% +$748 0.06% 83
2026
Q1 		$234K Sell
5,743
-57,817
-91% -$2.42M 0.06% 85
2025
Q4 		$2.68M Hold
63,560
– – 0.68% 18
2025
Q3 		$2.68M Buy
63,560
+791
+1% +$33.1K 0.68% 18
2025
Q2 		$2.6M Buy
62,769
+119
+0.2% +$4.89K 0.71% 18
2025
Q1 		$2.62M Buy
62,650
+1,702
+3% +$70.9K 0.7% 17
2024
Q4 		$2.48M Buy
60,948
+4,319
+8% +$187K 0.64% 19
2024
Q3 		$2.53M Buy
56,629
+2,288
+4% +$96.4K 0.67% 18
2024
Q2 		$2.09M Sell
54,341
-1,160
-2% -$43.7K 0.59% 20
2024
Q1 		$2.19M Buy
55,501
+3,076
+6% +$120K 0.63% 19
2023
Q4 		$2.1M Buy
52,425
+1,630
+3% +$58.5K 0.66% 19
2023
Q3 		$1.73M Buy
50,795
+2,376
+5% +$87.9K 0.59% 20
2023
Q2 		$1.82M Buy
48,419
+3,259
+7% +$120K 0.6% 21
2023
Q1 		$1.69M Buy
+45,160
New +$1.73M 0.58% 22
2022
Q3 		$1.23M Buy
34,176
+2,104
+7% +$88.1K 0.48% 21
2022
Q2 		$1.31M Buy
32,072
+5,511
+21% +$246K 0.54% 21
2022
Q1 		$1.28M Buy
26,561
+3,806
+17% +$178K 0.46% 23
2021
Q4 		$1.18M Buy
22,755
+3,223
+17% +$155K 0.48% 20
2021
Q3 		$868K Buy
19,532
+5,305
+37% +$247K 0.38% 24
2021
Q2 		$631K Buy
14,227
+5,190
+57% +$222K 0.28% 33
2021
Q1 		$357K Buy
9,037
+6,641
+277% +$250K 0.17% 50
2020
Q4 		$88K Buy
2,396
+668
+39% +$24.2K 0.03% 111
2020
Q3 		$61K Buy
1,728
+918
+113% +$32.7K 0.03% 108
2020
Q2 		$28K Buy
810
+760
+1,520% +$25.7K 0.01% 150
2020
Q1 		$2K Hold
50
– – ﹤0.01% 265
2019
Q4 		$2K Hold
50
– – ﹤0.01% 283
2019
Q3 		$2K Hold
50
– – ﹤0.01% 288
2019
Q2 		$2K Sell
50
-57
-53% -$2.08K ﹤0.01% 292
2019
Q1 		$4K Hold
107
– – ﹤0.01% 264
2018
Q4 		$3K Buy
107
+24
+29% +$778 ﹤0.01% 279
2018
Q3 		$3K Hold
83
– – ﹤0.01% 277
2018
Q2 		$3K Hold
83
– – ﹤0.01% 258
2018
Q1 		$3K Hold
83
– – ﹤0.01% 253
2017
Q4 		$3K Hold
83
– – ﹤0.01% 256
2017
Q3 		$3K Hold
83
– – ﹤0.01% 259
2017
Q2 		$3K Sell
83
-365
-81% -$11.7K ﹤0.01% 251
2017
Q1 		$14K Sell
448
-679
-60% -$21.2K 0.01% 165
2016
Q4 		$35K Buy
+1,127
New +$34.5K 0.03% 114

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacific Center for Financial Services's XLRE Position: Q2 2026 in Review

Pacific Center for Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.3% in Q2 2026, buying an estimated $748 and bringing the position to 5,760 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #83.

Pacific Center for Financial Services first reported a position in XLRE in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.68M in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Pacific Center for Financial Services held 5,760 shares of State Street Real Estate Select Sector SPDR ETF worth $254K as of Q2 2026.
  • Pacific Center for Financial Services bought 17 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $748.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of Pacific Center for Financial Services's portfolio in Q2 2026, its #83 holding.
  • Pacific Center for Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
  • Pacific Center for Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $2.68M 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 Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.