TFB Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TFB Advisors’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	$246K	Buy	5,594 +45	+0.8%	+$1.98K	0.11%	172
2026 Q1	$227K	Hold	5,549	–	–	0.12%	170
2025 Q4	$224K	Hold	5,549	–	–	0.06%	285
2025 Q3	$229K	Hold	5,549	–	–	0.07%	280
2025 Q2	$230K	Sell	5,549 -208	-4%	-$8.54K	0.06%	306
2025 Q1	$241K	Sell	5,757 -210	-4%	-$8.75K	0.07%	287
2024 Q4	$243K	Sell	5,967 -387	-6%	-$16.7K	0.07%	280
2024 Q3	$284K	Buy	6,354 +805	+15%	+$33.9K	0.08%	250
2024 Q2	$213K	Hold	5,549	–	–	0.07%	277
2024 Q1	$201K	Buy	5,549 +10	+0.2%	+$389	0.07%	260
2023 Q4	$222K	Buy	+5,539	New	+$199K	0.11%	158
2023 Q3	–	Sell	-5,436	Closed	-$205K	–	239
2023 Q2	$205K	Buy	+5,436	New	+$201K	0.09%	222

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

TFB Advisors's XLRE Position: Q2 2026 in Review

TFB Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.81% in Q2 2026, buying an estimated $1.98K and bringing the position to 5,594 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #172.

TFB Advisors first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $284K in Q3 2024. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

TFB Advisors held 5,594 shares of State Street Real Estate Select Sector SPDR ETF worth $246K as of Q2 2026.
TFB Advisors bought 45 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.98K.
State Street Real Estate Select Sector SPDR ETF made up 0.11% of TFB Advisors's portfolio in Q2 2026, its #172 holding.
TFB Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
TFB Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $284K in Q3 2024.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.