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

Pine Valley 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	$413K	Buy	9,372 +901	+11%	+$39.6K	0.02%	429
2026 Q1	$346K	Buy	8,471 +715	+9%	+$30K	0.02%	439
2025 Q4	$313K	Sell	7,756 -1,568	-17%	-$64.5K	0.01%	438
2025 Q3	$393K	Buy	9,324 +1,311	+16%	+$54.8K	0.02%	391
2025 Q2	$332K	Buy	8,013 +865	+12%	+$35.5K	0.02%	410
2025 Q1	$299K	Sell	7,148 -3,732	-34%	-$155K	0.02%	422
2024 Q4	$443K	Sell	10,880 -99	-0.9%	-$4.28K	0.03%	353
2024 Q3	$490K	Buy	10,979 +521	+5%	+$22K	0.03%	324
2024 Q2	$402K	Buy	+10,458	New	+$394K	0.03%	336

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Pine Valley Investments's XLRE Position: Q2 2026 in Review

Pine Valley Investments increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, buying an estimated $39.6K and bringing the position to 9,372 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #429.

Pine Valley Investments first reported a position in XLRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $490K in Q3 2024. 446 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pine Valley Investments held 9,372 shares of State Street Real Estate Select Sector SPDR ETF worth $413K as of Q2 2026.
Pine Valley Investments bought 901 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $39.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #429 holding.
Pine Valley Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Pine Valley Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $490K in Q3 2024.
446 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.