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

Patten & Patten’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	$696K	Hold	15,799	–	–	0.04%	221
2026 Q1	$645K	Sell	15,799 -300	-2%	-$12.6K	0.04%	222
2025 Q4	$650K	Hold	16,099	–	–	0.04%	221
2025 Q3	$678K	Buy	16,099 +4,465	+38%	+$187K	0.04%	224
2025 Q2	$482K	Sell	11,634 -1,263	-10%	-$51.9K	0.03%	232
2025 Q1	$540K	Buy	12,897 +170	+1%	+$7.08K	0.04%	219
2024 Q4	$518K	Buy	12,727 +550	+5%	+$23.8K	0.03%	217
2024 Q3	$544K	Buy	+12,177	New	+$513K	0.04%	213

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

Patten & Patten's XLRE Position: Q2 2026 in Review

Patten & Patten held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 15,799 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #221.

Patten & Patten first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Patten & Patten held 15,799 shares of State Street Real Estate Select Sector SPDR ETF worth $696K as of Q2 2026.
Patten & Patten left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Patten & Patten's portfolio in Q2 2026, its #221 holding.
Patten & Patten first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.