Sierra Summit Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sierra Summit 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	$1.26M	Buy	28,552 +706	+3%	+$31K	0.14%	101
2026 Q1	$1.14M	Buy	27,846 +9,655	+53%	+$405K	0.17%	91
2025 Q4	$734K	Buy	18,191 +383	+2%	+$15.8K	0.11%	129
2025 Q3	$750K	Buy	17,808 +255	+1%	+$10.7K	0.11%	134
2025 Q2	$727K	Sell	17,553 -885	-5%	-$36.3K	0.13%	116
2025 Q1	$772K	Buy	18,438 +636	+4%	+$26.5K	0.17%	91
2024 Q4	$724K	Buy	17,802 +4,491	+34%	+$194K	0.15%	82
2024 Q3	$595K	Buy	13,311 +2,268	+21%	+$95.6K	0.14%	88
2024 Q2	$424K	Buy	11,043 +1,235	+13%	+$46.5K	0.11%	106
2024 Q1	$388K	Buy	9,808 +88	+0.9%	+$3.42K	0.11%	107
2023 Q4	$389K	Buy	+9,720	New	+$349K	0.11%	107

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

Sierra Summit Advisors's XLRE Position: Q2 2026 in Review

Sierra Summit Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.5% in Q2 2026, buying an estimated $31K and bringing the position to 28,552 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #101.

Sierra Summit Advisors first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Sierra Summit Advisors held 28,552 shares of State Street Real Estate Select Sector SPDR ETF worth $1.26M as of Q2 2026.
Sierra Summit Advisors bought 706 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $31K.
State Street Real Estate Select Sector SPDR ETF made up 0.14% of Sierra Summit Advisors's portfolio in Q2 2026, its #101 holding.
Sierra Summit Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.