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

Paladin 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	$2.89M	Buy	65,530 +422	+0.6%	+$18.6K	1.92%	19
2026 Q1	$2.66M	Sell	65,108 -843	-1%	-$35.3K	2.02%	19
2025 Q4	$2.66M	Buy	65,951 +2,069	+3%	+$85.1K	1.94%	18
2025 Q3	$2.69M	Buy	63,882 +265	+0.4%	+$11.1K	2.1%	16
2025 Q2	$2.63M	Sell	63,617 -726	-1%	-$29.8K	2.01%	16
2025 Q1	$2.69M	Buy	64,343 +1,201	+2%	+$50K	2.15%	16
2024 Q4	$2.57M	Sell	63,142 -476	-0.7%	-$20.6K	1.97%	19
2024 Q3	$2.84M	Sell	63,618 -3,890	-6%	-$164K	2.1%	18
2024 Q2	$2.57M	Sell	67,508 -11,369	-14%	-$428K	2%	19
2024 Q1	$3.06M	Buy	78,877 +7	+0%	+$272	2.42%	12
2023 Q4	$3.16M	Buy	78,870 +8,805	+13%	+$316K	2.61%	11
2023 Q3	$2.39M	Hold	70,065	–	–	2.01%	17
2023 Q2	$2.64M	Sell	70,065 -17,092	-20%	-$630K	2.12%	15
2023 Q1	$3.26M	Buy	+87,157	New	+$3.35M	2.71%	9
2022 Q2	–	Sell	-89,297	Closed	-$3.98M	–	545
2022 Q1	$4.4M	Buy	+89,297	New	+$4.19M	3.58%	4

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 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

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

Paladin Advisory Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.65% in Q2 2026, buying an estimated $18.6K and bringing the position to 65,530 shares worth $2.89M. The position accounts for 1.92% of the portfolio, ranked #19.

Paladin Advisory Group first reported a position in XLRE in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.4M in Q1 2022. 346 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Paladin Advisory Group held 65,530 shares of State Street Real Estate Select Sector SPDR ETF worth $2.89M as of Q2 2026.
Paladin Advisory Group bought 422 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
State Street Real Estate Select Sector SPDR ETF made up 1.92% of Paladin Advisory Group's portfolio in Q2 2026, its #19 holding.
Paladin Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $4.4M in Q1 2022.
346 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.