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Patriot Investment Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Patriot Investment Management 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 		$1.27M Sell
28,758
-2,264
-7% -$99.6K 0.07% 105
2026
Q1 		$1.27M Sell
31,022
-525
-2% -$22K 0.08% 102
2025
Q4 		$1.27M Sell
31,547
-1,307
-4% -$53.8K 0.08% 98
2025
Q3 		$1.38M Buy
32,854
+745
+2% +$31.2K 0.09% 93
2025
Q2 		$1.33M Sell
32,109
-4,129
-11% -$170K 0.09% 93
2025
Q1 		$1.52M Buy
36,238
+5,516
+18% +$230K 0.11% 77
2024
Q4 		$1.25M Buy
30,722
+852
+3% +$36.9K 0.09% 94
2024
Q3 		$1.33M Buy
29,870
+879
+3% +$37K 0.1% 92
2024
Q2 		$1.11M Buy
28,991
+1,215
+4% +$45.8K 0.09% 100
2024
Q1 		$1.1M Sell
27,776
-11,196
-29% -$435K 0.09% 102
2023
Q4 		$1.56M Buy
38,972
+26,047
+202% +$935K 0.13% 77
2023
Q3 		$440K Buy
12,925
+6,611
+105% +$245K 0.04% 163
2023
Q2 		$238K Buy
+6,314
New +$233K 0.02% 223

Other funds holding XLRE

VU
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
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

Patriot Investment Management Group's XLRE Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.3% in Q2 2026, selling an estimated $99.6K and leaving 28,758 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #105.

Patriot Investment Management Group first reported a position in XLRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2023. 337 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Patriot Investment Management Group held 28,758 shares of State Street Real Estate Select Sector SPDR ETF worth $1.27M as of Q2 2026.
  • Patriot Investment Management Group sold 2,264 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $99.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of Patriot Investment Management Group's portfolio in Q2 2026, its #105 holding.
  • Patriot Investment Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Patriot Investment Management Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.56M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.