UAS
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United Asset Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

United Asset Strategies’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 		$575K Buy
13,054
+3,324
+34% +$146K 0.04% 200
2026
Q1 		$397K Buy
9,730
+362
+4% +$15.2K 0.03% 209
2025
Q4 		$378K Buy
9,368
+889
+10% +$36.6K 0.03% 208
2025
Q3 		$357K Sell
8,479
-292
-3% -$12.2K 0.03% 207
2025
Q2 		$363K Sell
8,771
-2
-0% -$82 0.03% 206
2025
Q1 		$367K Sell
8,773
-2,351
-21% -$97.9K 0.03% 202
2024
Q4 		$452K Buy
11,124
+2,251
+25% +$97.4K 0.04% 184
2024
Q3 		$396K Sell
8,873
-148
-2% -$6.24K 0.04% 193
2024
Q2 		$346K Sell
9,021
-982
-10% -$37K 0.03% 191
2024
Q1 		$395K Sell
10,003
-1,686
-14% -$65.6K 0.04% 195
2023
Q4 		$468K Buy
11,689
+2,465
+27% +$88.5K 0.05% 189
2023
Q3 		$314K Buy
+9,224
New +$341K 0.04% 199
2023
Q1 		– Sell
-51,981
Closed -$1.92M – 246
2022
Q4 		$1.92M Buy
51,981
+41,547
+398% +$1.53M 0.27% 80
2022
Q3 		$376K Buy
10,434
+3,627
+53% +$152K 0.06% 169
2022
Q2 		$278K Sell
6,807
-273
-4% -$12.2K 0.04% 182
2022
Q1 		$342K Sell
7,080
-24,431
-78% -$1.15M 0.04% 172
2021
Q4 		$1.63M Buy
31,511
+1,619
+5% +$77.9K 0.19% 94
2021
Q3 		$1.33M Buy
29,892
+18,649
+166% +$867K 0.17% 99
2021
Q2 		$498K Buy
11,243
+1,851
+20% +$79.4K 0.07% 147
2021
Q1 		$371K Buy
+9,392
New +$353K 0.05% 166
2020
Q2 		– Sell
-9,588
Closed -$297K – 205
2020
Q1 		$297K Sell
9,588
-2,320
-19% -$86.6K 0.07% 149
2019
Q4 		$460K Buy
11,908
+3,590
+43% +$139K 0.09% 153
2019
Q3 		$327K Buy
+8,318
New +$319K 0.07% 149
2019
Q2 		– Sell
-12,910
Closed -$468K – 216
2019
Q1 		$468K Buy
12,910
+4,628
+56% +$158K 0.11% 146
2018
Q4 		$257K Sell
8,282
-31,315
-79% -$1.01M 0.07% 164
2018
Q3 		$1.29M Sell
39,597
-3,978
-9% -$132K 0.3% 77
2018
Q2 		$1.43M Buy
43,575
+9,729
+29% +$304K 0.38% 72
2018
Q1 		$1.05M Sell
33,846
-9,755
-22% -$303K 0.31% 84
2017
Q4 		$1.44M Buy
+43,601
New +$1.44M 0.39% 70
2017
Q3 		– Sell
-50,440
Closed -$1.62M – 179
2017
Q2 		$1.62M Buy
50,440
+9,797
+24% +$314K 0.48% 59
2017
Q1 		$1.28M Sell
40,643
-11,043
-21% -$344K 0.39% 65
2016
Q4 		$1.59M Sell
51,686
-5,775
-10% -$177K 0.52% 59
2016
Q3 		$1.88M Buy
+57,461
New +$1.93M 0.66% 48

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

United Asset Strategies's XLRE Position: Q2 2026 in Review

United Asset Strategies increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 34% in Q2 2026, buying an estimated $146K and bringing the position to 13,054 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #200.

United Asset Strategies first reported a position in XLRE in Q3 2016 and has held it in 33 quarters since. The position peaked at $1.92M in Q4 2022. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • United Asset Strategies held 13,054 shares of State Street Real Estate Select Sector SPDR ETF worth $575K as of Q2 2026.
  • United Asset Strategies bought 3,324 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #200 holding.
  • United Asset Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 33 quarters since.
  • United Asset Strategies's State Street Real Estate Select Sector SPDR ETF position peaked at $1.92M in Q4 2022.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.