Principal Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Principal Securities’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	–	Sell	-5,133	Closed	-$210K	–	1588
2026 Q1	$210K	Sell	5,133 -493	-9%	-$20.7K	﹤0.01%	1372
2025 Q4	$227K	Sell	5,626 -582	-9%	-$24K	﹤0.01%	1269
2025 Q3	$262K	Sell	6,208 -4,757	-43%	-$199K	﹤0.01%	1169
2025 Q2	$454K	Sell	10,965 -9,168	-46%	-$376K	0.01%	902
2025 Q1	$819K	Hold	20,133	–	–	0.02%	614
2024 Q4	$819K	Sell	20,133 -2,958	-13%	-$128K	0.02%	612
2024 Q3	$1.03M	Buy	23,091 +982	+4%	+$41.4K	0.02%	517
2024 Q2	$849K	Buy	22,109 +1,665	+8%	+$62.7K	0.02%	522
2024 Q1	$808K	Buy	20,444 +4,036	+25%	+$157K	0.03%	510
2023 Q4	$657K	Buy	+16,408	New	+$589K	0.02%	515

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

Principal Securities's XLRE Position: Q2 2026 in Review

Principal Securities sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 5,133 shares — an estimated $210K sold.

Principal Securities first reported a position in XLRE in Q4 2023 and held it in 10 quarters. The position peaked at $1.03M in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Principal Securities reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Principal Securities sold 5,133 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
Principal Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Principal Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $1.03M in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.