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

Tradewinds 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	$7.88K	Sell	179 -28	-14%	-$1.23K	﹤0.01%	427
2026 Q1	$8.45K	Hold	207	–	–	﹤0.01%	416
2025 Q4	$8.35K	Hold	207	–	–	﹤0.01%	399
2025 Q3	$8.72K	Buy	+207	New	+$8.66K	﹤0.01%	387
2017 Q3	–	Sell	-2	Closed	–	–	695
2017 Q2	$0	Hold	2	–	–	﹤0.01%	723
2017 Q1	$0	Hold	2	–	–	﹤0.01%	738
2016 Q4	$0	Buy	+2	New	+$61	﹤0.01%	712

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

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

Tradewinds Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $1.23K and leaving 179 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Tradewinds Capital Management first reported a position in XLRE in Q4 2016 and has held it in 7 quarters since. The position peaked at $8.72K in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Tradewinds Capital Management held 179 shares of State Street Real Estate Select Sector SPDR ETF worth $7.88K as of Q2 2026.
Tradewinds Capital Management sold 28 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.23K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #427 holding.
Tradewinds Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 7 quarters since.
Tradewinds Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $8.72K in Q3 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.