SageView Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SageView Advisory 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	$6.82M	Buy	154,963 +140,878	+1,000%	+$6.19M	0.22%	56
2026 Q1	$575K	Buy	14,085 +13,651	+3,145%	+$572K	0.02%	325
2025 Q4	$17.5K	Buy	+434	New	+$17.9K	﹤0.01%	1508
2024 Q1	–	Sell	-13,585	Closed	-$522K	–	843
2023 Q4	$522K	Sell	13,585 -31,318	-70%	-$1.12M	0.02%	385
2023 Q3	$1.53M	Buy	44,903 +318	+0.7%	+$11.8K	0.09%	139
2023 Q2	$1.68M	Buy	44,585 +3,340	+8%	+$123K	0.09%	134
2023 Q1	$1.54M	Sell	41,245 -8,888	-18%	-$341K	0.1%	136
2022 Q4	$1.85M	Buy	+50,133	New	+$1.85M	0.15%	103

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

SageView Advisory Group's XLRE Position: Q2 2026 in Review

SageView Advisory Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1,000% in Q2 2026, buying an estimated $6.19M and bringing the position to 154,963 shares worth $6.82M. The position accounts for 0.22% of the portfolio, ranked #56.

SageView Advisory Group first reported a position in XLRE in Q4 2022 and has held it in 8 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

SageView Advisory Group held 154,963 shares of State Street Real Estate Select Sector SPDR ETF worth $6.82M as of Q2 2026.
SageView Advisory Group bought 140,878 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.19M.
State Street Real Estate Select Sector SPDR ETF made up 0.22% of SageView Advisory Group's portfolio in Q2 2026, its #56 holding.
SageView Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.