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

TD Capital Management’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	$403K	Buy	9,157 +77	+0.8%	+$3.39K	0.03%	97
2026 Q1	$371K	Buy	9,080 +61	+0.7%	+$2.56K	0.03%	92
2025 Q4	$364K	Buy	9,019 +97	+1%	+$3.99K	0.03%	90
2025 Q3	$376K	Buy	8,922 +67	+0.8%	+$2.8K	0.03%	86
2025 Q2	$367K	Buy	8,855 +78	+0.9%	+$3.2K	0.03%	84
2025 Q1	$367K	Buy	8,777 +55	+0.6%	+$2.29K	0.04%	78
2024 Q4	$355K	Buy	8,722 +92	+1%	+$3.98K	0.04%	80
2024 Q3	$385K	Buy	+8,630	New	+$364K	0.04%	79
2018 Q1	–	Sell	-29	Closed	-$1K	–	200
2017 Q4	$1K	Hold	29	–	–	﹤0.01%	180
2017 Q3	$1K	Buy	+29	New	+$942	﹤0.01%	249

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

TD Capital Management's XLRE Position: Q2 2026 in Review

TD Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.85% in Q2 2026, buying an estimated $3.39K and bringing the position to 9,157 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #97.

TD Capital Management first reported a position in XLRE in Q3 2017 and has held it in 10 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

TD Capital Management held 9,157 shares of State Street Real Estate Select Sector SPDR ETF worth $403K as of Q2 2026.
TD Capital Management bought 77 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.39K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of TD Capital Management's portfolio in Q2 2026, its #97 holding.
TD Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and has held it in 10 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.