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

Summit Securities Group’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	$6.41M	Buy	+145,498	New	+$6.4M	0.61%	29
2026 Q1	–	Sell	-26,370	Closed	-$1.06M	–	1418
2025 Q4	$1.06M	Buy	+26,370	New	+$1.09M	0.14%	126
2023 Q2	–	Sell	-1	Closed	–	–	1123
2023 Q1	$0	Buy	+1	New	+$38	﹤0.01%	1358
2017 Q1	–	Sell	-19,911	Closed	-$612K	–	412
2016 Q4	$612K	Buy	+19,911	New	+$610K	0.13%	140

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 Securities Group's XLRE Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 145,498 shares worth $6.41M. The stake represents 0.61% of the portfolio and ranks #29 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLRE as recently as Q4 2025.

Summit Securities Group first reported a position in XLRE in Q4 2016 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Summit Securities Group held 145,498 shares of State Street Real Estate Select Sector SPDR ETF worth $6.41M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.61% of Summit Securities Group's portfolio in Q2 2026, its #29 holding.
Summit Securities Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.