Risk Paradigm Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Risk Paradigm Group’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	$3.07M	Buy	69,664 +6,755	+11%	+$297K	2.41%	19
2026 Q1	$2.57M	Buy	+62,909	New	+$2.64M	2.19%	19
2018 Q1	–	Sell	-338	Closed	-$11.1K	–	258
2017 Q4	$11.1K	Hold	338	–	–	0.01%	255
2017 Q3	$10.9K	Sell	338 -18	-5%	-$584	0.01%	233
2017 Q2	$11.5K	Sell	356 -145	-29%	-$4.64K	0.01%	224
2017 Q1	$15.8K	Sell	501 -88	-15%	-$2.74K	0.02%	206
2016 Q4	$18.1K	Hold	589	–	–	0.02%	204
2016 Q3	$19.3K	Buy	+589	New	+$19.8K	0.01%	218

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

Risk Paradigm Group's XLRE Position: Q2 2026 in Review

Risk Paradigm Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, buying an estimated $297K and bringing the position to 69,664 shares worth $3.07M. The position accounts for 2.41% of the portfolio, ranked #19.

Risk Paradigm Group first reported a position in XLRE in Q3 2016 and has held it in 8 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Risk Paradigm Group held 69,664 shares of State Street Real Estate Select Sector SPDR ETF worth $3.07M as of Q2 2026.
Risk Paradigm Group bought 6,755 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $297K.
State Street Real Estate Select Sector SPDR ETF made up 2.41% of Risk Paradigm Group's portfolio in Q2 2026, its #19 holding.
Risk Paradigm Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 8 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.