SMWM
XLRE icon

Silvia McColl Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Silvia McColl Wealth Management’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 		$1.01M Sell
22,930
-934
-4% -$41.1K 0.61% 40
2026
Q1 		$974K Buy
23,864
+753
+3% +$31.6K 0.64% 38
2025
Q4 		$933K Buy
23,111
+794
+4% +$32.7K 0.62% 39
2025
Q3 		$940K Buy
22,317
+6
+0% +$251 0.64% 37
2025
Q2 		$924K Sell
22,311
-38
-0.2% -$1.56K 0.67% 39
2025
Q1 		$935K Buy
22,349
+739
+3% +$30.8K 0.71% 35
2024
Q4 		$879K Sell
21,610
-119
-0.5% -$5.15K 0.66% 38
2024
Q3 		$971K Buy
21,729
+2,110
+11% +$88.9K 0.73% 37
2024
Q2 		$754K Buy
19,619
+968
+5% +$36.5K 0.62% 40
2024
Q1 		$701K Buy
18,651
+168
+0.9% +$6.53K 0.6% 39
2023
Q4 		$740K Buy
18,483
+267
+1% +$9.59K 0.67% 37
2023
Q3 		$621K Buy
18,216
+3,231
+22% +$120K 0.62% 40
2023
Q2 		$565K Buy
14,985
+128
+0.9% +$4.72K 0.52% 44
2023
Q1 		$555K Sell
14,857
-360
-2% -$13.8K 0.55% 43
2022
Q4 		$562K Buy
+15,217
New +$562K 0.55% 45

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

Silvia McColl Wealth Management's XLRE Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.9% in Q2 2026, selling an estimated $41.1K and leaving 22,930 shares worth $1.01M. The position accounts for 0.61% of the portfolio, ranked #40.

Silvia McColl Wealth Management first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. 176 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Silvia McColl Wealth Management held 22,930 shares of State Street Real Estate Select Sector SPDR ETF worth $1.01M as of Q2 2026.
  • Silvia McColl Wealth Management sold 934 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $41.1K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.61% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Silvia McColl Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 176 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.