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

Savant 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	$17.8M	Buy	401,671 +365,660	+1,015%	+$16.1M	0.05%	205
2026 Q1	$1.47M	Sell	36,011 -456	-1%	-$19.1K	0.01%	498
2025 Q4	$1.47M	Sell	36,467 -2,073	-5%	-$85.3K	0.01%	471
2025 Q3	$1.62M	Sell	38,540 -4,002	-9%	-$167K	0.01%	438
2025 Q2	$1.76M	Sell	42,542 -3,698	-8%	-$152K	0.01%	388
2025 Q1	$1.94M	Sell	46,240 -3,569	-7%	-$149K	0.02%	338
2024 Q4	$2.03M	Sell	49,809 -2,217	-4%	-$95.9K	0.02%	440
2024 Q3	$2.32M	Buy	52,026 +1,164	+2%	+$49K	0.02%	388
2024 Q2	$1.95M	Buy	+50,862	New	+$1.92M	0.02%	385
2023 Q3	–	Sell	-6,144	Closed	-$232K	–	831
2023 Q2	$232K	Buy	6,144 +370	+6%	+$13.6K	﹤0.01%	704
2023 Q1	$216K	Sell	5,774 -97	-2%	-$3.73K	﹤0.01%	668
2022 Q4	$217K	Buy	+5,871	New	+$217K	0.01%	541

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

Savant Capital's XLRE Position: Q2 2026 in Review

Savant Capital increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1,015% in Q2 2026, buying an estimated $16.1M and bringing the position to 401,671 shares worth $17.8M. The position accounts for 0.05% of the portfolio, ranked #205.

Savant Capital first reported a position in XLRE in Q4 2022 and has held it in 12 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Savant Capital held 401,671 shares of State Street Real Estate Select Sector SPDR ETF worth $17.8M as of Q2 2026.
Savant Capital bought 365,660 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $16.1M.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #205 holding.
Savant Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.