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Rossmore Private Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rossmore Private Capital’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 		$11.9K Hold
270
– – ﹤0.01% 354
2026
Q1 		$11K Hold
270
– – ﹤0.01% 341
2025
Q4 		$10.9K Hold
270
– – ﹤0.01% 344
2025
Q3 		$11.4K Buy
+270
New +$11.3K ﹤0.01% 317

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

Rossmore Private Capital's XLRE Position: Q2 2026 in Review

Rossmore Private Capital held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 270 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Rossmore Private Capital first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Rossmore Private Capital held 270 shares of State Street Real Estate Select Sector SPDR ETF worth $11.9K as of Q2 2026.
  • Rossmore Private Capital 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 Rossmore Private Capital's portfolio in Q2 2026, its #354 holding.
  • Rossmore Private Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.