Rice Partnership’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rice Partnership’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	$12.2K	Hold	278	–	–	﹤0.01%	163
2026 Q1	$11.4K	Hold	278	–	–	﹤0.01%	169
2025 Q4	$11.2K	Hold	278	–	–	﹤0.01%	167
2025 Q3	$11.7K	Hold	278	–	–	﹤0.01%	169
2025 Q2	$11.5K	Hold	278	–	–	﹤0.01%	158
2025 Q1	$11.6K	Hold	278	–	–	﹤0.01%	137
2024 Q4	$11.3K	Hold	278	–	–	﹤0.01%	152
2024 Q3	$12.4K	Hold	278	–	–	﹤0.01%	156
2024 Q2	$10.7K	Hold	278	–	–	﹤0.01%	140
2024 Q1	$11K	Hold	278	–	–	﹤0.01%	131
2023 Q4	$11.1K	Hold	278	–	–	﹤0.01%	118
2023 Q3	$9.47K	Hold	278	–	–	﹤0.01%	121
2023 Q2	$10.5K	Hold	278	–	–	﹤0.01%	128
2023 Q1	$10.4K	Sell	278 -100	-26%	-$3.84K	﹤0.01%	114
2022 Q4	$14K	Hold	378	–	–	﹤0.01%	108
2022 Q3	$14K	Buy	378 +100	+36%	+$4.19K	﹤0.01%	116
2022 Q2	$11K	Hold	278	–	–	﹤0.01%	113
2022 Q1	$13K	Sell	278 -110	-28%	-$5.16K	﹤0.01%	126
2021 Q4	$20K	Buy	+388	New	+$18.7K	0.01%	123
2020 Q2	–	Sell	-278	Closed	-$9K	–	102
2020 Q1	$9K	Hold	278	–	–	0.01%	90
2019 Q4	$11K	Buy	+278	New	+$10.8K	0.01%	93
2019 Q3	–	Sell	-278	Closed	-$10K	–	123
2019 Q2	$10K	Buy	+278	New	+$10.2K	0.01%	96

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

Rice Partnership's XLRE Position: Q2 2026 in Review

Rice Partnership held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 278 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Rice Partnership first reported a position in XLRE in Q2 2019 and has held it in 22 quarters since. The position peaked at $20K in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Rice Partnership held 278 shares of State Street Real Estate Select Sector SPDR ETF worth $12.2K as of Q2 2026.
Rice Partnership left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #163 holding.
Rice Partnership first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and has held it in 22 quarters since.
Rice Partnership's State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q4 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.