Pinkerton Retirement Specialists’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pinkerton Retirement Specialists’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	$4.46M	Buy	109,269 +3,845	+4%	+$169K	0.38%	51
2026 Q1	$4.25M	Sell	105,424 -3,490	-3%	-$146K	0.39%	70
2025 Q4	$4.39M	Buy	108,914 +11,673	+12%	+$480K	0.45%	67
2025 Q3	$4.1M	Buy	97,241 +24,149	+33%	+$1.01M	0.44%	62
2025 Q2	$3.03M	Buy	73,092 +9,262	+15%	+$380K	0.36%	64
2025 Q1	$2.67M	Buy	63,830 +8,636	+16%	+$360K	0.35%	58
2024 Q4	$2.24M	Buy	55,194 +3,706	+7%	+$160K	0.33%	72
2024 Q3	$2.3M	Buy	51,488 +2,564	+5%	+$108K	0.33%	73
2024 Q2	$1.88M	Buy	48,924 +4,085	+9%	+$154K	0.29%	72
2024 Q1	$1.77M	Buy	44,839 +5,391	+14%	+$210K	0.29%	70
2023 Q4	$1.58M	Buy	39,448 +2,941	+8%	+$106K	0.3%	74
2023 Q3	$1.24M	Buy	36,507 +2,625	+8%	+$97.1K	0.27%	77
2023 Q2	$1.28M	Sell	33,882 -113	-0.3%	-$4.17K	0.25%	86
2023 Q1	$1.27M	Buy	33,995 +4,576	+16%	+$176K	0.24%	82
2022 Q4	$1.09M	Buy	29,419 +2,097	+8%	+$77.4K	0.24%	72
2022 Q3	$984K	Sell	27,322 -815	-3%	-$34.1K	0.38%	64
2022 Q2	$1.15M	Buy	28,137 +445	+2%	+$19.8K	0.35%	68
2022 Q1	$1.34M	Buy	27,692 +3,363	+14%	+$158K	0.3%	71
2021 Q4	$1.26M	Sell	24,329 -1,352	-5%	-$65K	0.22%	70
2021 Q3	$1.14M	Sell	25,681 -854	-3%	-$39.7K	0.22%	81
2021 Q2	$1.18M	Buy	26,535 +1,284	+5%	+$55K	0.23%	80
2021 Q1	$997K	Buy	25,251 +3,214	+15%	+$121K	0.21%	80
2020 Q4	$806K	Buy	22,037 +2,706	+14%	+$98.2K	0.19%	78
2020 Q3	$682K	Buy	19,331 +9,676	+100%	+$345K	0.19%	77
2020 Q2	$336K	Buy	+9,655	New	+$326K	0.11%	76

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

DJFS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Pinkerton Retirement Specialists's XLRE Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.6% in Q2 2026, buying an estimated $169K and bringing the position to 109,269 shares worth $4.46M. The position accounts for 0.38% of the portfolio, ranked #51.

Pinkerton Retirement Specialists first reported a position in XLRE in Q2 2020 and has held it in 25 quarters since. 346 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pinkerton Retirement Specialists held 109,269 shares of State Street Real Estate Select Sector SPDR ETF worth $4.46M as of Q2 2026.
Pinkerton Retirement Specialists bought 3,845 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $169K.
State Street Real Estate Select Sector SPDR ETF made up 0.38% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #51 holding.
Pinkerton Retirement Specialists first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
346 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.