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
2023 Q1	–	Sell	-86,602	Closed	-$3.2M	–	525
2022 Q4	$3.2M	Sell	86,602 -6,123	-7%	-$226K	2.73%	6
2022 Q3	$3.34M	Sell	92,725 -3,042	-3%	-$127K	3.05%	7
2022 Q2	$3.91M	Buy	+95,767	New	+$4.27M	3.37%	7
2022 Q1	–	Sell	-101,494	Closed	-$5.26M	–	545
2021 Q4	$5.26M	Buy	+101,494	New	+$4.88M	4.27%	2

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

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. 802 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.
802 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.