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Pin Oak Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pin Oak Investment 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 		$1K Hold
16
– – ﹤0.01% 559
2026
Q1 		$1K Hold
16
– – ﹤0.01% 489
2025
Q4 		$1K Hold
16
– – ﹤0.01% 491
2025
Q3 		$674 Hold
16
– – ﹤0.01% 488
2025
Q2 		$0 Hold
16
– – ﹤0.01% 482
2025
Q1 		$1K Hold
16
– – ﹤0.01% 438
2024
Q4 		$1K Hold
16
– – ﹤0.01% 460
2024
Q3 		$0 Hold
16
– – ﹤0.01% 506
2024
Q2 		$1K Hold
16
– – ﹤0.01% 461
2024
Q1 		$1K Hold
16
– – ﹤0.01% 452
2023
Q4 		$1K Hold
16
– – ﹤0.01% 453
2023
Q3 		$1K Hold
16
– – ﹤0.01% 458
2023
Q2 		$1K Hold
16
– – ﹤0.01% 455
2023
Q1 		$1K Hold
16
– – ﹤0.01% 426
2022
Q4 		$1K Hold
16
– – ﹤0.01% 414
2022
Q3 		$1K Hold
16
– – ﹤0.01% 388
2022
Q2 		$1K Hold
16
– – ﹤0.01% 404
2022
Q1 		$1K Hold
16
– – ﹤0.01% 418
2021
Q4 		$1K Hold
16
– – ﹤0.01% 420
2021
Q3 		$1K Hold
16
– – ﹤0.01% 400
2021
Q2 		$1K Buy
+16
New +$686 ﹤0.01% 399

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pin Oak Investment Advisors's XLRE Position: Q2 2026 in Review

Pin Oak Investment Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Pin Oak Investment Advisors first reported a position in XLRE in Q2 2021 and has held it in 21 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Pin Oak Investment Advisors held 16 shares of State Street Real Estate Select Sector SPDR ETF worth $1K as of Q2 2026.
  • Pin Oak Investment Advisors 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 ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #559 holding.
  • Pin Oak Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.