Valmark Advisers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Valmark Advisers’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	$759K	Buy	17,242 +1,749	+11%	+$76.9K	0.01%	411
2026 Q1	$633K	Buy	15,493 +516	+3%	+$21.6K	0.01%	425
2025 Q4	$604K	Sell	14,977 -666	-4%	-$27.4K	0.01%	415
2025 Q3	$659K	Buy	15,643 +665	+4%	+$27.8K	0.01%	391
2025 Q2	$620K	Buy	14,978 +247	+2%	+$10.1K	0.01%	410
2025 Q1	$616K	Buy	14,731 +2,428	+20%	+$101K	0.01%	388
2024 Q4	$500K	Sell	12,303 -4,976	-29%	-$215K	0.01%	417
2024 Q3	$772K	Buy	17,279 +9,113	+112%	+$384K	0.01%	350
2024 Q2	$314K	Buy	8,166 +1,504	+23%	+$56.6K	0.01%	461
2024 Q1	$263K	Buy	6,662 +354	+6%	+$13.8K	﹤0.01%	478
2023 Q4	$253K	Buy	+6,308	New	+$227K	﹤0.01%	453
2023 Q3	–	Sell	-5,383	Closed	-$203K	–	489
2023 Q2	$203K	Buy	+5,383	New	+$199K	﹤0.01%	464

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

Valmark Advisers's XLRE Position: Q2 2026 in Review

Valmark Advisers increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, buying an estimated $76.9K and bringing the position to 17,242 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #411.

Valmark Advisers first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $772K in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Valmark Advisers held 17,242 shares of State Street Real Estate Select Sector SPDR ETF worth $759K as of Q2 2026.
Valmark Advisers bought 1,749 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $76.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #411 holding.
Valmark Advisers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Valmark Advisers's State Street Real Estate Select Sector SPDR ETF position peaked at $772K in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.