RIA
XLRE icon

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

Realta Investment 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 		$1.21M Buy
27,401
+19,587
+251% +$861K 0.37% 64
2026
Q1 		$319K Buy
7,814
+1,327
+20% +$55.6K 0.11% 156
2025
Q4 		$262K Sell
6,487
-6,074
-48% -$250K 0.09% 168
2025
Q3 		$529K Buy
12,561
+7,156
+132% +$299K 0.18% 118
2025
Q2 		$224K Buy
5,405
+2,900
+116% +$119K 0.09% 166
2025
Q1 		$105K Sell
2,505
-125
-5% -$5.21K 0.05% 205
2024
Q4 		$107K Buy
2,630
+800
+44% +$34.6K 0.04% 216
2024
Q3 		$80K Sell
1,830
-20,839
-92% -$878K 0.04% 222
2024
Q2 		$871K Buy
22,669
+16,334
+258% +$615K 0.17% 135
2024
Q1 		$250K Sell
6,335
-1,362
-18% -$53K 0.05% 358
2023
Q4 		$308K Sell
7,697
-3,789
-33% -$136K 0.07% 308
2023
Q3 		$433K Hold
11,486
– – 0.1% 231
2023
Q2 		$433K Sell
11,486
-3,201
-22% -$118K 0.09% 237
2023
Q1 		$549K Buy
14,687
+94
+0.6% +$3.61K 0.13% 193
2022
Q4 		$539K Sell
14,593
-698
-5% -$25.8K 0.13% 196
2022
Q3 		$551K Buy
15,291
+251
+2% +$10.5K 0.14% 174
2022
Q2 		$625K Buy
15,040
+711
+5% +$31.7K 0.15% 153
2022
Q1 		$692K Buy
14,329
+2,560
+22% +$120K 0.14% 163
2021
Q4 		$610K Buy
11,769
+667
+6% +$32.1K 0.13% 178
2021
Q3 		$493K Buy
11,102
+1,989
+22% +$92.4K 0.12% 203
2021
Q2 		$404K Buy
9,113
+982
+12% +$42.1K 0.1% 240
2021
Q1 		$321K Sell
8,131
-124
-2% -$4.66K 0.08% 264
2020
Q4 		$302K Sell
8,255
-127
-2% -$4.61K 0.09% 247
2020
Q3 		$296K Buy
8,382
+419
+5% +$14.9K 0.1% 225
2020
Q2 		$277K Buy
+7,963
New +$269K 0.09% 261
2020
Q1 		– Sell
-806
Closed -$32K – 1427
2019
Q4 		$32K Buy
806
+690
+595% +$26.7K 0.01% 789
2019
Q3 		$5K Hold
116
– – ﹤0.01% 1344
2019
Q2 		$5K Sell
116
-14
-11% -$511 ﹤0.01% 1394
2019
Q1 		$6K Buy
+130
New +$4.43K ﹤0.01% 1048

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

Realta Investment Advisors's XLRE Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 251% in Q2 2026, buying an estimated $861K and bringing the position to 27,401 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #64.

Realta Investment Advisors first reported a position in XLRE in Q1 2019 and has held it in 29 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Realta Investment Advisors held 27,401 shares of State Street Real Estate Select Sector SPDR ETF worth $1.21M as of Q2 2026.
  • Realta Investment Advisors bought 19,587 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $861K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.37% of Realta Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Realta Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.