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Sowell Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sowell Financial Services’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 		$992K Sell
22,532
-2,512
-10% -$110K 0.03% 467
2026
Q1 		$1.02M Sell
25,044
-2,285
-8% -$95.8K 0.04% 425
2025
Q4 		$1.1M Sell
27,329
-332
-1% -$13.7K 0.04% 408
2025
Q3 		$1.17M Sell
27,661
-525
-2% -$22K 0.04% 388
2025
Q2 		$1.17M Sell
28,186
-876
-3% -$36K 0.05% 373
2025
Q1 		$1.22M Buy
29,062
+2,648
+10% +$110K 0.06% 338
2024
Q4 		$1.07M Buy
26,414
+6,929
+36% +$300K 0.06% 303
2024
Q3 		$870K Sell
19,485
-112
-0.6% -$4.72K 0.04% 359
2024
Q2 		$753K Sell
19,597
-1,532
-7% -$57.7K 0.04% 378
2024
Q1 		$835K Sell
21,129
-720
-3% -$28K 0.04% 373
2023
Q4 		$875K Buy
+21,849
New +$785K 0.05% 349
2021
Q2 		– Sell
-7,385
Closed -$309K – 2773
2021
Q1 		$309K Buy
7,385
+2,429
+49% +$91.3K 0.01% 836
2020
Q4 		$181K Sell
4,956
-3,881
-44% -$141K 0.01% 894
2020
Q3 		$312K Buy
8,837
+6,328
+252% +$226K 0.02% 604
2020
Q2 		$87K Sell
2,509
-207
-8% -$7K ﹤0.01% 1008
2020
Q1 		$84K Sell
2,716
-1,597
-37% -$59.6K 0.01% 903
2019
Q4 		$167K Sell
4,313
-5,463
-56% -$211K 0.01% 771
2019
Q3 		$385K Buy
+9,776
New +$375K 0.03% 475
2019
Q1 		$450K Buy
+12,412
New +$423K 0.05% 360
2017
Q1 		– Sell
-2,419
Closed -$75K – 570
2016
Q4 		$75K Buy
+2,419
New +$74.1K 0.03% 296

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

Sowell Financial Services's XLRE Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q2 2026, selling an estimated $110K and leaving 22,532 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #467.

Sowell Financial Services first reported a position in XLRE in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.22M in Q1 2025. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Sowell Financial Services held 22,532 shares of State Street Real Estate Select Sector SPDR ETF worth $992K as of Q2 2026.
  • Sowell Financial Services sold 2,512 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #467 holding.
  • Sowell Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $1.22M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.