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

Summit Financial’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	$2.87M	Buy	65,225 +46,863	+255%	+$2.06M	0.03%	518
2026 Q1	$750K	Buy	18,362 +4,136	+29%	+$173K	0.01%	873
2025 Q4	$574K	Sell	14,226 -951	-6%	-$39.1K	0.01%	841
2025 Q3	$639K	Sell	15,177 -3,186	-17%	-$133K	0.01%	802
2025 Q2	$761K	Sell	18,363 -61,023	-77%	-$2.51M	0.02%	473
2025 Q1	$3.32M	Buy	79,386 +57,457	+262%	+$2.39M	0.09%	187
2024 Q4	$892K	Buy	21,929 +12,983	+145%	+$562K	0.03%	335
2024 Q3	$400K	Buy	+8,946	New	+$377K	0.02%	411
2023 Q4	–	Sell	-18,381	Closed	-$626K	–	368
2023 Q3	$626K	Buy	18,381 +1,759	+11%	+$65.1K	0.05%	214
2023 Q2	$626K	Buy	16,622 +2,391	+17%	+$88.2K	0.05%	207
2023 Q1	$532K	Buy	+14,231	New	+$546K	0.05%	166

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

Summit Financial's XLRE Position: Q2 2026 in Review

Summit Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 255% in Q2 2026, buying an estimated $2.06M and bringing the position to 65,225 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #518.

Summit Financial first reported a position in XLRE in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Summit Financial held 65,225 shares of State Street Real Estate Select Sector SPDR ETF worth $2.87M as of Q2 2026.
Summit Financial bought 46,863 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.06M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #518 holding.
Summit Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
Summit Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $3.32M in Q1 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.