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

SummitTX Capital’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	$2.16K	Buy	+49	New	+$2.15K	﹤0.01%	762
2025 Q2	–	Sell	-88,013	Closed	-$3.68M	–	1044
2025 Q1	$3.68M	Buy	+88,013	New	+$3.67M	0.16%	151

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

SummitTX Capital's XLRE Position: Q2 2026 in Review

SummitTX Capital opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 49 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in XLRE as recently as Q1 2025.

SummitTX Capital first reported a position in XLRE in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.68M in Q1 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

SummitTX Capital held 49 shares of State Street Real Estate Select Sector SPDR ETF worth $2.16K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new SummitTX Capital position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of SummitTX Capital's portfolio in Q2 2026, its #762 holding.
SummitTX Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 2 quarters since.
SummitTX Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $3.68M in Q1 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.