Ted Buchan & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ted Buchan & Co’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	$211K	Buy	+4,782	New	+$210K	0.07%	92
2025 Q4	–	Sell	-4,782	Closed	-$201K	–	90
2025 Q3	$201K	Sell	4,782 -1,800	-27%	-$75.3K	0.08%	83
2025 Q2	$273K	Sell	6,582 -1,050	-14%	-$43.1K	0.11%	85
2025 Q1	$319K	Hold	7,632	–	–	0.15%	74
2024 Q4	$310K	Hold	7,632	–	–	0.15%	71
2024 Q3	$341K	Hold	7,632	–	–	0.16%	68
2024 Q2	$293K	Buy	+7,632	New	+$287K	0.16%	72

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

Ted Buchan & Co's XLRE Position: Q2 2026 in Review

Ted Buchan & Co opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 4,782 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Ted Buchan & Co previously reported a position in XLRE as recently as Q3 2025.

Ted Buchan & Co first reported a position in XLRE in Q2 2024 and has held it in 7 quarters since. The position peaked at $341K in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Ted Buchan & Co held 4,782 shares of State Street Real Estate Select Sector SPDR ETF worth $211K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Ted Buchan & Co position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Ted Buchan & Co's portfolio in Q2 2026, its #92 holding.
Ted Buchan & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Ted Buchan & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $341K in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.