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

Ranch Capital 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 		$1.85M Buy
42,104
+10,259
+32% +$451K 0.59% 58
2026
Q1 		$1.3M Buy
31,845
+1,206
+4% +$50.5K 0.47% 61
2025
Q4 		$1.24M Buy
30,639
+502
+2% +$20.7K 0.46% 63
2025
Q3 		$1.27M Buy
30,137
+558
+2% +$23.3K 0.49% 56
2025
Q2 		$1.23M Buy
29,579
+2,475
+9% +$102K 0.53% 55
2025
Q1 		$1.13M Sell
27,104
-115
-0.4% -$4.79K 0.54% 56
2024
Q4 		$1.11M Buy
27,219
+1,485
+6% +$64.3K 0.52% 57
2024
Q3 		$1.15M Buy
25,734
+3,143
+14% +$132K 0.54% 60
2024
Q2 		$868K Sell
22,591
-239
-1% -$9K 0.45% 64
2024
Q1 		$902K Buy
22,830
+194
+0.9% +$7.54K 0.49% 60
2023
Q4 		$907K Sell
22,636
-1,658
-7% -$59.5K 0.57% 60
2023
Q3 		$828K Sell
24,294
-141
-0.6% -$5.22K 0.58% 55
2023
Q2 		$921K Buy
24,435
+243
+1% +$8.96K 0.65% 49
2023
Q1 		$904K Buy
24,192
+520
+2% +$20K 0.66% 48
2022
Q4 		$874K Buy
23,672
+358
+2% +$13.2K 0.68% 47
2022
Q3 		$840K Buy
23,314
+767
+3% +$32.1K 0.69% 46
2022
Q2 		$921K Buy
22,547
+1,214
+6% +$54.1K 0.71% 48
2022
Q1 		$1.03M Buy
21,333
+193
+0.9% +$9.05K 0.68% 46
2021
Q4 		$1.09M Buy
21,140
+497
+2% +$23.9K 0.71% 42
2021
Q3 		$918K Buy
+20,643
New +$959K 0.57% 51
2021
Q2 		– Hold
0
– – – 58

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

Ranch Capital Advisors's XLRE Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 32% in Q2 2026, buying an estimated $451K and bringing the position to 42,104 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #58.

Ranch Capital Advisors first reported a position in XLRE in Q3 2021 and has held it in 20 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Ranch Capital Advisors held 42,104 shares of State Street Real Estate Select Sector SPDR ETF worth $1.85M as of Q2 2026.
  • Ranch Capital Advisors bought 10,259 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $451K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.59% of Ranch Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • Ranch Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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