Steward Partners Investment Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Steward Partners Investment Advisory’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	$2.48M	Buy	56,402 +2,369	+4%	+$104K	0.01%	826
2026 Q1	$2.21M	Buy	54,033 +10,568	+24%	+$443K	0.01%	818
2025 Q4	$1.75M	Sell	43,465 -15,207	-26%	-$626K	0.01%	836
2025 Q3	$2.47M	Buy	58,672 +40,594	+225%	+$1.7M	0.01%	698
2025 Q2	$749K	Buy	18,078 +1,401	+8%	+$57.5K	0.01%	1116
2025 Q1	$698K	Sell	16,677 -6,062	-27%	-$253K	0.01%	1063
2024 Q4	$925K	Sell	22,739 -222,906	-91%	-$9.65M	0.01%	904
2024 Q3	$11M	Buy	245,645 +230,313	+1,502%	+$9.7M	0.1%	199
2024 Q2	$589K	Sell	15,332 -2,985	-16%	-$112K	0.01%	992
2024 Q1	$724K	Sell	18,317 -684	-4%	-$26.6K	0.01%	906
2023 Q4	$761K	Sell	19,001 -1,321	-7%	-$47.4K	0.01%	826
2023 Q3	$692K	Sell	20,322 -1,623	-7%	-$60.1K	0.01%	804
2023 Q2	$827K	Sell	21,945 -904	-4%	-$33.3K	0.01%	756
2023 Q1	$854K	Buy	22,849 +1,987	+10%	+$76.3K	0.01%	747
2022 Q4	$770K	Buy	20,862 +533	+3%	+$19.7K	0.01%	758
2022 Q3	$732K	Buy	20,329 +61	+0.3%	+$2.56K	0.01%	736
2022 Q2	$828K	Sell	20,268 -43,008	-68%	-$1.92M	0.02%	695
2022 Q1	$3.06M	Buy	63,276 +54,756	+643%	+$2.57M	0.05%	369
2021 Q4	$441K	Buy	8,520 +2,790	+49%	+$134K	0.01%	984
2021 Q3	$255K	Buy	5,730 +1,467	+34%	+$68.2K	﹤0.01%	1172
2021 Q2	$189K	Sell	4,263 -1,241	-23%	-$53.2K	﹤0.01%	1588
2021 Q1	$217K	Buy	5,504 +509	+10%	+$19.1K	﹤0.01%	1259
2020 Q4	$183K	Sell	4,995 -9	-0.2%	-$327	﹤0.01%	1111
2020 Q3	$176K	Sell	5,004 -243	-5%	-$8.66K	﹤0.01%	991
2020 Q2	$183K	Sell	5,247 -49,516	-90%	-$1.67M	0.01%	908
2020 Q1	$1.7M	Sell	54,763 -38,031	-41%	-$1.42M	0.06%	289
2019 Q4	$3.59M	Sell	92,794 -97,787	-51%	-$3.78M	0.11%	202
2019 Q3	$7.5M	Buy	190,581 +73,515	+63%	+$2.82M	0.25%	98
2019 Q2	$4.3M	Buy	117,066 +5,783	+5%	+$211K	0.16%	142
2019 Q1	$4.03M	Buy	111,283 +1,694	+2%	+$57.8K	0.17%	131
2018 Q4	$3.4M	Buy	109,589 +106,509	+3,458%	+$3.45M	0.17%	145
2018 Q3	$100K	Sell	3,080 -438	-12%	-$14.5K	﹤0.01%	935
2018 Q2	$115K	Sell	3,518 -7,021	-67%	-$220K	0.01%	806
2018 Q1	$327K	Sell	10,539 -538	-5%	-$16.7K	0.02%	507
2017 Q4	$364K	Sell	11,077 -1,870	-14%	-$61.7K	0.03%	418
2017 Q3	$417K	Sell	12,947 -748	-5%	-$24.3K	0.04%	329
2017 Q2	$440K	Buy	13,695 +12,290	+875%	+$394K	0.05%	294
2017 Q1	$44K	Buy	1,405 +660	+89%	+$20.6K	0.01%	581
2016 Q4	$22K	Buy	+745	New	+$22.8K	0.01%	440

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

Steward Partners Investment Advisory's XLRE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.4% in Q2 2026, buying an estimated $104K and bringing the position to 56,402 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #826.

Steward Partners Investment Advisory first reported a position in XLRE in Q4 2016 and has held it in 39 quarters since. The position peaked at $11M in Q3 2024. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Steward Partners Investment Advisory held 56,402 shares of State Street Real Estate Select Sector SPDR ETF worth $2.48M as of Q2 2026.
Steward Partners Investment Advisory bought 2,369 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #826 holding.
Steward Partners Investment Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Steward Partners Investment Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $11M in Q3 2024.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.