SW
XLRE icon

StrongBox Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

StrongBox Wealth’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 		$7.45M Buy
169,102
+1,219
+0.7% +$53.6K 2.12% 14
2026
Q1 		$6.85M Sell
167,883
-30,157
-15% -$1.26M 2.19% 17
2025
Q4 		$7.99M Buy
198,040
+5,669
+3% +$233K 2.63% 11
2025
Q3 		$8.1M Buy
192,371
+89,769
+87% +$3.76M 2.74% 11
2025
Q2 		$4.25M Buy
102,602
+2,382
+2% +$97.8K 1.61% 24
2025
Q1 		$4.19M Buy
100,220
+3,653
+4% +$152K 1.75% 22
2024
Q4 		$3.93M Sell
96,567
-656
-0.7% -$28.4K 1.66% 22
2024
Q3 		$4.34M Buy
97,223
+7,711
+9% +$325K 1.86% 21
2024
Q2 		$3.44M Buy
89,512
+2,578
+3% +$97.1K 1.62% 24
2024
Q1 		$3.44M Sell
86,934
-5,310
-6% -$207K 1.81% 22
2023
Q4 		$3.7M Sell
92,244
-4,660
-5% -$167K 2.16% 17
2023
Q3 		$3.3M Sell
96,904
-12,256
-11% -$454K 2.1% 15
2023
Q2 		$4.11M Sell
109,160
-18,396
-14% -$679K 2.6% 9
2023
Q1 		$4.77M Sell
127,556
-8,326
-6% -$320K 3.2% 7
2022
Q4 		$5.02M Buy
135,882
+4,084
+3% +$151K 3.55% 4
2022
Q3 		$4.75M Buy
131,798
+7,205
+6% +$302K 3.44% 5
2022
Q2 		$5.09M Sell
124,593
-2,117
-2% -$94.4K 3.29% 4
2022
Q1 		$6.12M Sell
126,710
-1,195
-0.9% -$56K 3.49% 6
2021
Q4 		$6.63M Buy
127,905
+7,748
+6% +$373K 3.31% 6
2021
Q3 		$5.34M Sell
120,157
-13,093
-10% -$608K 3% 8
2021
Q2 		$5.91M Buy
133,250
+1,288
+1% +$55.2K 3.39% 5
2021
Q1 		$5.21M Sell
131,962
-6,045
-4% -$227K 3.23% 7
2020
Q4 		$5.05M Buy
138,007
+6,351
+5% +$230K 3.27% 8
2020
Q3 		$4.64M Buy
131,656
+28,630
+28% +$1.02M 3.4% 7
2020
Q2 		$3.59M Buy
103,026
+35,547
+53% +$1.2M 3.27% 7
2020
Q1 		$2.09M Buy
+67,479
New +$2.52M 2.37% 13

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

StrongBox Wealth's XLRE Position: Q2 2026 in Review

StrongBox Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.73% in Q2 2026, buying an estimated $53.6K and bringing the position to 169,102 shares worth $7.45M. The position accounts for 2.12% of the portfolio, ranked #14.

StrongBox Wealth first reported a position in XLRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.1M in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • StrongBox Wealth held 169,102 shares of State Street Real Estate Select Sector SPDR ETF worth $7.45M as of Q2 2026.
  • StrongBox Wealth bought 1,219 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $53.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 2.12% of StrongBox Wealth's portfolio in Q2 2026, its #14 holding.
  • StrongBox Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $8.1M in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.