Soltis Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Soltis Investment 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	–	Sell	-6,640	Closed	-$271K	–	693
2026 Q1	$271K	Sell	6,640 -3,487	-34%	-$146K	0.02%	457
2025 Q4	$409K	Buy	10,127 +3,327	+49%	+$137K	0.03%	354
2025 Q3	$286K	Sell	6,800 -63	-0.9%	-$2.63K	0.02%	384
2025 Q2	$284K	Sell	6,863 -10,795	-61%	-$443K	0.02%	332
2025 Q1	$739K	Sell	17,658 -2,647	-13%	-$110K	0.07%	195
2024 Q4	$826K	Buy	20,305 +11,356	+127%	+$491K	0.08%	183
2024 Q3	$400K	Sell	8,949 -1,583	-15%	-$66.7K	0.04%	246
2024 Q2	$405K	Sell	10,532 -3,377	-24%	-$127K	0.04%	229
2024 Q1	$550K	Buy	13,909 +2,105	+18%	+$81.9K	0.06%	196
2023 Q4	$473K	Buy	+11,804	New	+$424K	0.05%	191

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

Soltis Investment Advisors's XLRE Position: Q2 2026 in Review

Soltis Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 6,640 shares — an estimated $271K sold.

Soltis Investment Advisors first reported a position in XLRE in Q4 2023 and held it in 10 quarters. The position peaked at $826K in Q4 2024. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Soltis Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Soltis Investment Advisors sold 6,640 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $271K.
Soltis Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
Soltis Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $826K in Q4 2024.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.