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

Truvestments Capital’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 		$13.2K Hold
300
– – ﹤0.01% 747
2026
Q1 		$12.3K Hold
300
– – ﹤0.01% 723
2025
Q4 		$12.1K Hold
300
– – ﹤0.01% 671
2025
Q3 		$12.6K Hold
300
– – ﹤0.01% 679
2025
Q2 		$12.4K Sell
300
-77
-20% -$3.16K ﹤0.01% 617
2025
Q1 		$15.8K Buy
377
+77
+26% +$3.21K ﹤0.01% 589
2024
Q4 		$12.2K Hold
300
– – ﹤0.01% 573
2024
Q3 		$13.4K Buy
+300
New +$12.6K ﹤0.01% 544
2024
Q2 		– Sell
-1,102
Closed -$43.6K – 700
2024
Q1 		$43.6K Buy
1,102
+5
+0.5% +$194 0.02% 364
2023
Q4 		$43.9K Buy
1,097
+6
+0.5% +$215 0.02% 338
2023
Q3 		$37.2K Buy
1,091
+6
+0.6% +$222 0.02% 316
2023
Q2 		$40.9K Buy
1,085
+8
+0.7% +$295 0.02% 308
2023
Q1 		$40.3K Sell
1,077
-443
-29% -$17K 0.02% 308
2022
Q4 		$56.1K Buy
1,520
+14
+0.9% +$517 0.03% 291
2022
Q3 		$54K Buy
1,506
+11
+0.7% +$461 0.03% 244
2022
Q2 		$61K Buy
+1,495
New +$66.7K 0.04% 239
2022
Q1 		– Sell
-1,479
Closed -$77K – 560
2021
Q4 		$77K Buy
1,479
+10
+0.7% +$481 0.04% 233
2021
Q3 		$65K Buy
1,469
+6
+0.4% +$279 0.04% 232
2021
Q2 		$65K Sell
1,463
-292
-17% -$12.5K 0.04% 231
2021
Q1 		$69K Buy
1,755
+311
+22% +$11.7K 0.04% 250
2020
Q4 		$52K Buy
1,444
+1,144
+381% +$41.5K 0.04% 256
2020
Q3 		$11K Sell
300
-1,122
-79% -$40K 0.01% 254
2020
Q2 		$49K Buy
1,422
+9
+0.6% +$304 0.05% 212
2020
Q1 		$43K Buy
+1,413
New +$52.8K 0.05% 186
2019
Q4 		– Sell
-1,233
Closed -$49K – 607
2019
Q3 		$49K Buy
1,233
+422
+52% +$16.2K 0.03% 270
2019
Q2 		$30K Buy
811
+672
+483% +$24.6K 0.02% 356
2019
Q1 		$5K Buy
+139
New +$4.74K ﹤0.01% 608
2018
Q3 		$5K Buy
+139
New +$4.61K ﹤0.01% 739

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truvestments Capital's XLRE Position: Q2 2026 in Review

Truvestments Capital held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 300 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Truvestments Capital first reported a position in XLRE in Q3 2018 and has held it in 28 quarters since. The position peaked at $77K in Q4 2021. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Truvestments Capital held 300 shares of State Street Real Estate Select Sector SPDR ETF worth $13.2K as of Q2 2026.
  • Truvestments Capital left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #747 holding.
  • Truvestments Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and has held it in 28 quarters since.
  • Truvestments Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $77K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.