SFGP
XLRE icon

Stonebridge Financial Group (Pennsylvania)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-639,514
Closed -$26.1M – 287
2026
Q1 		$26.1M Buy
+639,514
New +$26.8M 2.15% 13
2025
Q1 		– Sell
-19,946
Closed -$811K – 1036
2024
Q4 		$811K Buy
+19,946
New +$863K 0.09% 119

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
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XLRE Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 639,514 shares — an estimated $26.1M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLRE in Q4 2024 and held it in 2 quarters. The position peaked at $26.1M in Q1 2026. 684 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 639,514 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $26.1M.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s State Street Real Estate Select Sector SPDR ETF position peaked at $26.1M in Q1 2026.
  • 684 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.