SCA
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Scott Capital Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Scott Capital Advisors’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 		$1.37M Sell
31,064
-1,833
-6% -$80.6K 0.21% 32
2026
Q1 		$1.41M Buy
32,897
+408
+1% +$17.1K 0.29% 30
2025
Q4 		$1.31M Buy
32,489
+556
+2% +$22.9K 0.29% 28
2025
Q3 		$1.32M Sell
31,933
-677
-2% -$28.3K 0.3% 25
2025
Q2 		$1.35M Sell
32,610
-33
-0.1% -$1.35K 0.37% 22
2025
Q1 		$1.37M Sell
32,643
-204
-0.6% -$8.5K 0.41% 20
2024
Q4 		$1.3M Sell
32,847
-4,380
-12% -$190K 0.37% 21
2024
Q3 		$1.66M Buy
37,227
+648
+2% +$27.3K 0.47% 19
2024
Q2 		$1.4M Buy
36,579
+1,300
+4% +$49K 0.42% 21
2024
Q1 		$1.38M Buy
35,279
+429
+1% +$16.7K 0.42% 20
2023
Q4 		$1.4M Buy
34,850
+2,569
+8% +$92.3K 0.47% 20
2023
Q3 		$1.12M Buy
32,281
+8,930
+38% +$330K 0.45% 20
2023
Q2 		$880K Buy
23,351
+5,009
+27% +$185K 0.38% 23
2023
Q1 		$686K Buy
18,342
+7,410
+68% +$285K 0.33% 27
2022
Q4 		$404K Buy
+10,932
New +$403K 0.23% 31

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Scott Capital Advisors's XLRE Position: Q2 2026 in Review

Scott Capital Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.6% in Q2 2026, selling an estimated $80.6K and leaving 31,064 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #32.

Scott Capital Advisors first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q3 2024. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Scott Capital Advisors held 31,064 shares of State Street Real Estate Select Sector SPDR ETF worth $1.37M as of Q2 2026.
  • Scott Capital Advisors sold 1,833 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $80.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.21% of Scott Capital Advisors's portfolio in Q2 2026, its #32 holding.
  • Scott Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Scott Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.66M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.