Toth Financial Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Toth Financial Advisory’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	–	Sell	-31	Closed	-$1.27K	–	1027
2026 Q1	$1.27K	Hold	31	–	–	﹤0.01%	773
2025 Q4	$1.25K	Sell	31 -69	-69%	-$2.84K	﹤0.01%	769
2025 Q3	$4.21K	Buy	+100	New	+$4.18K	﹤0.01%	630
2023 Q3	–	Sell	-75	Closed	-$2.83K	–	857
2023 Q2	$2.83K	Buy	+75	New	+$2.77K	﹤0.01%	606
2022 Q4	–	Sell	-35	Closed	-$1K	–	813
2022 Q3	$1K	Sell	35 -609	-95%	-$25.5K	﹤0.01%	726
2022 Q2	$26K	Buy	+644	New	+$28.7K	﹤0.01%	340
2019 Q4	–	Sell	-86	Closed	-$3K	–	531
2019 Q3	$3K	Hold	86	–	–	﹤0.01%	388
2019 Q2	$3K	Hold	86	–	–	﹤0.01%	403
2019 Q1	$3K	Hold	86	–	–	﹤0.01%	380
2018 Q4	$3K	Hold	86	–	–	﹤0.01%	367
2018 Q3	$3K	Buy	+86	New	+$2.85K	﹤0.01%	388
2016 Q4	–	Sell	-32,596	Closed	-$1.07M	–	124
2016 Q3	$1.07M	Buy	+32,596	New	+$1.09M	0.31%	79

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

Toth Financial Advisory's XLRE Position: Q2 2026 in Review

Toth Financial Advisory sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 31 shares — an estimated $1.27K sold.

Toth Financial Advisory first reported a position in XLRE in Q3 2016 and held it in 12 quarters. The position peaked at $1.07M in Q3 2016. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Toth Financial Advisory reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 31 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.27K.
Toth Financial Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 12 quarters.
Toth Financial Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $1.07M in Q3 2016.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.