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

PFG Investments’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	$366K	Buy	8,310 +239	+3%	+$10.5K	0.01%	832
2026 Q1	$330K	Buy	8,071 +396	+5%	+$16.6K	0.02%	799
2025 Q4	$310K	Sell	7,675 -111	-1%	-$4.57K	0.01%	793
2025 Q3	$328K	Buy	7,786 +261	+3%	+$10.9K	0.02%	746
2025 Q2	$312K	Sell	7,525 -166	-2%	-$6.82K	0.02%	719
2025 Q1	$322K	Buy	7,691 +436	+6%	+$18.2K	0.02%	670
2024 Q4	$295K	Buy	7,255 +1,003	+16%	+$43.4K	0.02%	721
2024 Q3	$279K	Buy	6,252 +154	+3%	+$6.49K	0.02%	742
2024 Q2	$234K	Buy	6,098 +34	+0.6%	+$1.28K	0.02%	758
2024 Q1	$240K	Buy	6,064 +615	+11%	+$23.9K	0.01%	827
2023 Q4	$218K	Buy	+5,449	New	+$196K	0.04%	426

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 Investments's XLRE Position: Q2 2026 in Review

PFG Investments increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,310 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #832.

PFG Investments first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

PFG Investments held 8,310 shares of State Street Real Estate Select Sector SPDR ETF worth $366K as of Q2 2026.
PFG Investments bought 239 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $10.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #832 holding.
PFG Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.