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Robertson Stephens Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Robertson Stephens Wealth Management’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 		$377K Buy
8,561
+2
+0% +$88 0.01% 484
2026
Q1 		$349K Sell
8,559
-57
-0.7% -$2.39K 0.01% 477
2025
Q4 		$348K Buy
8,616
+683
+9% +$28.1K 0.01% 497
2025
Q3 		$334K Sell
7,933
-241
-3% -$10.1K 0.01% 430
2025
Q2 		$339K Sell
8,174
-8,343
-51% -$343K 0.01% 433
2025
Q1 		$691K Sell
16,517
-92,940
-85% -$3.87M 0.02% 315
2024
Q4 		$4.45M Sell
109,457
-110,441
-50% -$4.78M 0.16% 120
2024
Q3 		$9.82M Buy
219,898
+204,984
+1,374% +$8.64M 0.36% 61
2024
Q2 		$573K Sell
14,914
-1,567
-10% -$59K 0.03% 315
2024
Q1 		$651K Buy
16,481
+7,785
+90% +$303K 0.03% 295
2023
Q4 		$348K Sell
8,696
-14,822
-63% -$532K 0.02% 358
2023
Q3 		$801K Sell
23,518
-64
-0.3% -$2.37K 0.05% 236
2023
Q2 		$889K Sell
23,582
-964
-4% -$35.6K 0.06% 206
2023
Q1 		$918K Sell
24,546
-1,514
-6% -$58.1K 0.07% 205
2022
Q4 		$962K Buy
26,060
+11,175
+75% +$412K 0.09% 179
2022
Q3 		$536K Sell
14,885
-2,213
-13% -$92.7K 0.06% 210
2022
Q2 		$698K Buy
17,098
+536
+3% +$23.9K 0.07% 200
2022
Q1 		$800K Buy
16,562
+1,293
+8% +$60.6K 0.07% 208
2021
Q4 		$791K Buy
15,269
+598
+4% +$28.8K 0.07% 206
2021
Q3 		$652K Buy
14,671
+261
+2% +$12.1K 0.07% 172
2021
Q2 		$638K Buy
14,410
+2,841
+25% +$122K 0.08% 181
2021
Q1 		$456K Buy
11,569
+1,526
+15% +$57.4K 0.07% 185
2020
Q4 		$367K Buy
10,043
+3,156
+46% +$114K 0.08% 166
2020
Q3 		$242K Sell
6,887
-7,538
-52% -$269K 0.06% 200
2020
Q2 		$502K Sell
14,425
-1,542
-10% -$52.1K 0.14% 108
2020
Q1 		$495K Buy
15,967
+9,403
+143% +$351K 0.17% 104
2019
Q4 		$253K Sell
6,564
-502
-7% -$19.4K 0.13% 94
2019
Q3 		$278K Buy
+7,066
New +$271K 0.14% 101

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Robertson Stephens Wealth Management's XLRE Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.02% in Q2 2026, buying an estimated $88 and bringing the position to 8,561 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #484.

Robertson Stephens Wealth Management first reported a position in XLRE in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.82M in Q3 2024. 356 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,561 shares of State Street Real Estate Select Sector SPDR ETF worth $377K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $88.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Robertson Stephens Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $9.82M in Q3 2024.
  • 356 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.