Piedmont Capital Management (Montana)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Piedmont Capital Management (Montana)’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	$209K	Buy	+4,720	New	+$208K	0.11%	56
2026 Q1	–	Sell	-13,357	Closed	-$539K	–	57
2025 Q4	$539K	Buy	13,357 +1,141	+9%	+$47K	0.28%	36
2025 Q3	$514K	Buy	12,216 +2,905	+31%	+$122K	0.27%	36
2025 Q2	$386K	Sell	9,311 -34,926	-79%	-$1.43M	0.22%	39
2025 Q1	$1.64M	Buy	44,237 +7,616	+21%	+$317K	1.18%	13
2024 Q4	$1.48M	Buy	36,621 +1,818	+5%	+$78.7K	0.89%	14
2024 Q3	$1.55M	Buy	+34,803	New	+$1.47M	0.93%	14

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

Piedmont Capital Management (Montana)'s XLRE Position: Q2 2026 in Review

Piedmont Capital Management (Montana) opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 4,720 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings. This is a return to the name: Piedmont Capital Management (Montana) previously reported a position in XLRE as recently as Q4 2025.

Piedmont Capital Management (Montana) first reported a position in XLRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q1 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Piedmont Capital Management (Montana) held 4,720 shares of State Street Real Estate Select Sector SPDR ETF worth $209K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Piedmont Capital Management (Montana) position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.11% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #56 holding.
Piedmont Capital Management (Montana) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Piedmont Capital Management (Montana)'s State Street Real Estate Select Sector SPDR ETF position peaked at $1.64M in Q1 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.