PFG Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

PFG Advisors’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	$286K	Sell	6,500 -3,282	-34%	-$144K	0.01%	672
2026 Q1	$399K	Sell	9,782 -344	-3%	-$14.4K	0.02%	593
2025 Q4	$409K	Buy	10,126 +4,079	+67%	+$168K	0.02%	571
2025 Q3	$255K	Buy	6,047 +116	+2%	+$4.85K	0.01%	731
2025 Q2	$246K	Buy	5,931 +508	+9%	+$20.9K	0.01%	554
2025 Q1	$227K	Buy	+5,423	New	+$226K	0.01%	654
2024 Q4	–	Sell	-10,532	Closed	-$470K	–	738
2024 Q3	$470K	Buy	+10,532	New	+$444K	0.03%	460
2023 Q3	–	Sell	-9,315	Closed	-$351K	–	698
2023 Q2	$351K	Sell	9,315 -3,897	-29%	-$144K	0.03%	474
2023 Q1	$494K	Sell	13,212 -13,090	-50%	-$503K	0.04%	385
2022 Q4	$971K	Buy	26,302 +9,881	+60%	+$365K	0.1%	251
2022 Q3	$591K	Buy	16,421 +7,867	+92%	+$330K	0.07%	301
2022 Q2	$350K	Buy	8,554 +365	+4%	+$16.3K	0.04%	292
2022 Q1	$396K	Sell	8,189 -195	-2%	-$9.14K	0.04%	308
2021 Q4	$434K	Buy	8,384 +333	+4%	+$16K	0.04%	380
2021 Q3	$358K	Buy	8,051 +639	+9%	+$29.7K	0.04%	386
2021 Q2	$329K	Sell	7,412 -665	-8%	-$28.5K	0.04%	383
2021 Q1	$319K	Buy	+8,077	New	+$304K	0.04%	362

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

PFG Advisors's XLRE Position: Q2 2026 in Review

PFG Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 34% in Q2 2026, selling an estimated $144K and leaving 6,500 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #672.

PFG Advisors first reported a position in XLRE in Q1 2021 and has held it in 17 quarters since. The position peaked at $971K in Q4 2022. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

PFG Advisors held 6,500 shares of State Street Real Estate Select Sector SPDR ETF worth $286K as of Q2 2026.
PFG Advisors sold 3,282 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #672 holding.
PFG Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
PFG Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $971K in Q4 2022.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.