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Proffitt & Goodson’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Proffitt & Goodson’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 		$10.5M Buy
237,740
+5,500
+2% +$242K 1.44% 16
2026
Q1 		$9.48M Buy
232,240
+46,265
+25% +$1.94M 1.46% 15
2025
Q4 		$7.5M Buy
185,975
+19,975
+12% +$822K 1.05% 18
2025
Q3 		$6.99M Buy
166,000
+7,893
+5% +$330K 1% 18
2025
Q2 		$6.55M Sell
158,107
-298,836
-65% -$12.3M 1% 18
2025
Q1 		$19.1M Buy
456,943
+12,172
+3% +$507K 3.15% 9
2024
Q4 		$18.1M Buy
444,771
+8,224
+2% +$356K 3% 10
2024
Q3 		$19.5M Buy
436,547
+225,332
+107% +$9.49M 3.2% 10
2024
Q2 		$8.11M Sell
211,215
-508
-0.2% -$19.1K 1.43% 18
2024
Q1 		$8.37M Buy
211,723
+52,094
+33% +$2.03M 1.49% 18
2023
Q4 		$6.39M Sell
159,629
-45,188
-22% -$1.62M 1.2% 19
2023
Q3 		$6.98M Buy
204,817
+1,461
+0.7% +$54.1K 1.43% 17
2023
Q2 		$7.66M Buy
203,356
+3,033
+2% +$112K 1.51% 19
2023
Q1 		$7.49M Buy
200,323
+167,612
+512% +$6.44M 1.53% 19
2022
Q4 		$1.21M Buy
32,711
+696
+2% +$25.7K 0.26% 43
2022
Q3 		$1.15M Buy
32,015
+626
+2% +$26.2K 0.25% 45
2022
Q2 		$1.28M Buy
31,389
+420
+1% +$18.7K 0.26% 44
2022
Q1 		$1.5M Sell
30,969
-1,952
-6% -$91.5K 0.27% 43
2021
Q4 		$1.71M Sell
32,921
-1,262
-4% -$60.7K 0.3% 37
2021
Q3 		$1.52M Sell
34,183
-648
-2% -$30.1K 0.28% 37
2021
Q2 		$1.54M Sell
34,831
-741
-2% -$31.8K 0.28% 38
2021
Q1 		$1.41M Sell
35,572
-97
-0.3% -$3.65K 0.27% 40
2020
Q4 		$1.3M Sell
35,669
-42
-0.1% -$1.52K 0.27% 43
2020
Q3 		$1.26M Sell
35,711
-1,514
-4% -$54K 0.27% 37
2020
Q2 		$1.3M Sell
37,225
-6
-0% -$203 0.29% 37
2020
Q1 		$1.15M Sell
37,231
-1,154
-3% -$43.1K 0.3% 33
2019
Q4 		$1.48M Buy
38,385
+167
+0.4% +$6.46K 0.34% 34
2019
Q3 		$1.5M Buy
38,218
+1,014
+3% +$38.9K 0.36% 34
2019
Q2 		$1.37M Sell
37,204
-124
-0.3% -$4.53K 0.34% 37
2019
Q1 		$1.35M Buy
37,328
+1,043
+3% +$35.6K 0.34% 37
2018
Q4 		$1.13M Sell
36,285
-2,790
-7% -$90.4K 0.31% 42
2018
Q3 		$1.27M Sell
39,075
-1,212
-3% -$40.2K 0.32% 34
2018
Q2 		$1.32M Sell
40,287
-2,620
-6% -$82K 0.57% 21
2018
Q1 		$1.33M Buy
42,907
+2,342
+6% +$72.7K 0.57% 20
2017
Q4 		$1.34M Buy
40,565
+841
+2% +$27.7K 0.55% 21
2017
Q3 		$1.28M Sell
39,724
-692
-2% -$22.5K 0.56% 23
2017
Q2 		$1.3M Buy
40,416
+408
+1% +$13.1K 0.58% 23
2017
Q1 		$1.26M Buy
40,008
+1,869
+5% +$58.3K 0.59% 29
2016
Q4 		$1.17M Buy
38,139
+7,248
+23% +$222K 0.59% 36
2016
Q3 		$1.01M Buy
+30,891
New +$1.04M 0.52% 37

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

Proffitt & Goodson's XLRE Position: Q2 2026 in Review

Proffitt & Goodson increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q2 2026, buying an estimated $242K and bringing the position to 237,740 shares worth $10.5M. The position accounts for 1.44% of the portfolio, ranked #16.

Proffitt & Goodson first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. The position peaked at $19.5M in Q3 2024. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Proffitt & Goodson held 237,740 shares of State Street Real Estate Select Sector SPDR ETF worth $10.5M as of Q2 2026.
  • Proffitt & Goodson bought 5,500 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $242K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.44% of Proffitt & Goodson's portfolio in Q2 2026, its #16 holding.
  • Proffitt & Goodson first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
  • Proffitt & Goodson's State Street Real Estate Select Sector SPDR ETF position peaked at $19.5M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.