PSI Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

PSI 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	$3.41M	Sell	77,415 -8,673	-10%	-$381K	0.79%	28
2026 Q1	$3.51M	Sell	86,088 -20,945	-20%	-$878K	0.84%	24
2025 Q4	$4.32M	Sell	107,033 -9,548	-8%	-$393K	1.08%	21
2025 Q3	$4.91M	Buy	116,581 +4	+0%	+$167	1.27%	20
2025 Q2	$4.83M	Buy	116,577 +7,412	+7%	+$304K	2.37%	12
2025 Q1	$4.57M	Sell	109,165 -577	-0.5%	-$24K	1.49%	18
2024 Q4	$4.46M	Sell	109,742 -1,807	-2%	-$78.2K	1.32%	19
2024 Q3	$4.98M	Sell	111,549 -6,197	-5%	-$261K	1.46%	17
2024 Q2	$4.52M	Sell	117,746 -8,391	-7%	-$316K	1.43%	17
2024 Q1	$4.99M	Sell	126,137 -748	-0.6%	-$29.1K	1.8%	11
2023 Q4	$5.08M	Sell	126,885 -1,003	-0.8%	-$36K	1.9%	12
2023 Q3	$4.36M	Sell	127,888 -3,417	-3%	-$126K	1.89%	11
2023 Q2	$4.95M	Sell	131,305 -269	-0.2%	-$9.92K	2.17%	10
2023 Q1	$4.92M	Sell	131,574 -730	-0.6%	-$28K	2.37%	8
2022 Q4	$4.89M	Sell	132,304 -659	-0.5%	-$24.3K	2.6%	8
2022 Q3	$4.79M	Sell	132,963 -1,416	-1%	-$59.3K	2.52%	8
2022 Q2	$5.49M	Sell	134,379 -2,803	-2%	-$125K	2.7%	7
2022 Q1	$6.63M	Buy	137,182 +1,580	+1%	+$74.1K	2.73%	7
2021 Q4	$7.08M	Buy	135,602 +2,770	+2%	+$133K	2.88%	6
2021 Q3	$5.9M	Buy	132,832 +5,216	+4%	+$242K	2.71%	6
2021 Q2	$5.66M	Buy	127,616 +7,297	+6%	+$313K	2.98%	6
2021 Q1	$4.75M	Buy	120,319 +112,624	+1,464%	+$4.24M	2.8%	7
2020 Q4	$281K	Buy	+7,695	New	+$279K	0.19%	97
2020 Q1	–	Sell	-138	Closed	-$5K	–	619
2019 Q4	$5K	Buy	+138	New	+$5.34K	﹤0.01%	556

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

PSI Advisors's XLRE Position: Q2 2026 in Review

PSI Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q2 2026, selling an estimated $381K and leaving 77,415 shares worth $3.41M. The position accounts for 0.79% of the portfolio, ranked #28.

PSI Advisors first reported a position in XLRE in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.08M in Q4 2021. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

PSI Advisors held 77,415 shares of State Street Real Estate Select Sector SPDR ETF worth $3.41M as of Q2 2026.
PSI Advisors sold 8,673 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $381K.
State Street Real Estate Select Sector SPDR ETF made up 0.79% of PSI Advisors's portfolio in Q2 2026, its #28 holding.
PSI Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
PSI Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $7.08M in Q4 2021.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.