&Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

&Partners’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	$1.31M	Buy	29,742 +9,028	+44%	+$397K	0.01%	1258
2026 Q1	$846K	Sell	20,714 -56,881	-73%	-$2.38M	﹤0.01%	1393
2025 Q4	$3.13M	Buy	77,595 +60,832	+363%	+$2.5M	0.02%	661
2025 Q3	$706K	Sell	16,763 -2,917	-15%	-$122K	﹤0.01%	1262
2025 Q2	$810K	Buy	19,680 +2,487	+14%	+$102K	0.01%	1092
2025 Q1	$712K	Sell	17,193 -1,177	-6%	-$49K	0.01%	971
2024 Q4	$750K	Buy	+18,370	New	+$795K	0.01%	891

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

&Partners's XLRE Position: Q2 2026 in Review

&Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 44% in Q2 2026, buying an estimated $397K and bringing the position to 29,742 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1258.

&Partners first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q4 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

&Partners held 29,742 shares of State Street Real Estate Select Sector SPDR ETF worth $1.31M as of Q2 2026.
&Partners bought 9,028 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $397K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1258 holding.
&Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $3.13M in Q4 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.