Stillwater Capital Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stillwater Capital 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	$1.37M	Sell	31,080 -81	-0.3%	-$3.56K	0.14%	45
2026 Q1	$1.27M	Sell	31,161 -619	-2%	-$25.9K	0.15%	44
2025 Q4	$1.28M	Sell	31,780 -81	-0.3%	-$3.33K	0.14%	44
2025 Q3	$1.34M	Sell	31,861 -49	-0.2%	-$2.05K	0.15%	43
2025 Q2	$1.32M	Buy	31,910 +76	+0.2%	+$3.12K	0.17%	42
2025 Q1	$1.33M	Sell	31,834 -68	-0.2%	-$2.83K	0.19%	42
2024 Q4	$1.3M	Buy	31,902 +1,048	+3%	+$45.3K	0.16%	46
2024 Q3	$1.38M	Sell	30,854 -193	-0.6%	-$8.13K	0.18%	44
2024 Q2	$1.19M	Buy	31,047 +833	+3%	+$31.4K	0.17%	45
2024 Q1	$1.19M	Sell	30,214 -285	-0.9%	-$11.1K	0.18%	47
2023 Q4	$1.22M	Buy	30,499 +931	+3%	+$33.4K	0.2%	48
2023 Q3	$1.01M	Buy	29,568 +485	+2%	+$17.9K	0.18%	49
2023 Q2	$1.1M	Buy	+29,083	New	+$1.07M	0.19%	47

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

Stillwater Capital Advisors's XLRE Position: Q2 2026 in Review

Stillwater Capital Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.26% in Q2 2026, selling an estimated $3.56K and leaving 31,080 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #45.

Stillwater Capital Advisors first reported a position in XLRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Stillwater Capital Advisors held 31,080 shares of State Street Real Estate Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Stillwater Capital Advisors sold 81 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.56K.
State Street Real Estate Select Sector SPDR ETF made up 0.14% of Stillwater Capital Advisors's portfolio in Q2 2026, its #45 holding.
Stillwater Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Stillwater Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.38M in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.