SEP
XLRE icon

Southland Equity Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Southland Equity Partners’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 		$264K Buy
+5,995
New +$264K 0.05% 256
2021
Q2 		– Sell
-7,813
Closed -$309K – 169
2021
Q1 		$309K Buy
+7,813
New +$294K 0.18% 102

Other funds holding XLRE

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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Southland Equity Partners's XLRE Position: Q2 2026 in Review

Southland Equity Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5,995 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #256 among its holdings. This is a return to the name: Southland Equity Partners previously reported a position in XLRE as recently as Q1 2021.

Southland Equity Partners first reported a position in XLRE in Q1 2021 and has held it in 2 quarters since. The position peaked at $309K in Q1 2021. 121 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Southland Equity Partners held 5,995 shares of State Street Real Estate Select Sector SPDR ETF worth $264K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Southland Equity Partners position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.05% of Southland Equity Partners's portfolio in Q2 2026, its #256 holding.
  • Southland Equity Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
  • Southland Equity Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $309K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.