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Sequoia Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sequoia Financial 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 		$360K Sell
8,187
-1,408
-15% -$61.9K ﹤0.01% 1547
2026
Q1 		$392K Buy
9,595
+206
+2% +$8.63K ﹤0.01% 1412
2025
Q4 		$379K Sell
9,389
-1,843
-16% -$75.8K ﹤0.01% 1430
2025
Q3 		$473K Sell
11,232
-173
-2% -$7.24K ﹤0.01% 1170
2025
Q2 		$472K Sell
11,405
-3,377
-23% -$139K ﹤0.01% 1025
2025
Q1 		$619K Sell
14,782
-293,183
-95% -$12.2M ﹤0.01% 779
2024
Q4 		$12.5M Buy
307,965
+286,581
+1,340% +$12.4M 0.12% 149
2024
Q3 		$955K Sell
21,384
-317
-1% -$13.4K 0.01% 558
2024
Q2 		$834K Sell
21,701
-1,942
-8% -$73.1K 0.01% 529
2024
Q1 		$935K Sell
23,643
-1,482
-6% -$57.6K 0.01% 492
2023
Q4 		$1.01M Sell
25,125
-7,658
-23% -$275K 0.01% 521
2023
Q3 		$1.12M Sell
32,783
-4,939
-13% -$183K 0.02% 313
2023
Q2 		$1.42M Sell
37,722
-50,692
-57% -$1.87M 0.02% 288
2023
Q1 		$3.3M Sell
88,414
-55,052
-38% -$2.11M 0.07% 169
2022
Q4 		$5.3M Buy
143,466
+38,244
+36% +$1.41M 0.13% 133
2022
Q3 		$3.79M Buy
105,222
+21,929
+26% +$919K 0.12% 132
2022
Q2 		$3.4M Buy
83,293
+54,545
+190% +$2.43M 0.1% 141
2022
Q1 		$1.39M Buy
+28,748
New +$1.35M 0.03% 221

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

Sequoia Financial Advisors's XLRE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 15% in Q2 2026, selling an estimated $61.9K and leaving 8,187 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Sequoia Financial Advisors first reported a position in XLRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.5M in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Sequoia Financial Advisors held 8,187 shares of State Street Real Estate Select Sector SPDR ETF worth $360K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,408 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $61.9K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1547 holding.
  • Sequoia Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $12.5M in Q4 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.