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

Verus Capital Partners’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	$237K	Sell	5,381 -305	-5%	-$13.4K	0.01%	436
2026 Q1	$232K	Buy	5,686 +22	+0.4%	+$922	0.02%	407
2025 Q4	$229K	Buy	5,664 +288	+5%	+$11.9K	0.02%	403
2025 Q3	$226K	Buy	5,376 +239	+5%	+$10K	0.02%	375
2025 Q2	$213K	Buy	5,137 +18	+0.4%	+$739	0.02%	344
2025 Q1	$214K	Sell	5,119 -14	-0.3%	-$583	0.02%	342
2024 Q4	$209K	Sell	5,133 -138	-3%	-$5.97K	0.02%	340
2024 Q3	$235K	Buy	5,271 +33	+0.6%	+$1.39K	0.02%	311
2024 Q2	$201K	Buy	+5,238	New	+$197K	0.02%	328
2022 Q3	–	Sell	-5,576	Closed	-$225K	–	311
2022 Q2	$225K	Sell	5,576 -57	-1%	-$2.54K	0.04%	255
2022 Q1	$256K	Buy	+5,633	New	+$264K	0.04%	263
2020 Q1	$12K	Sell	386 -299	-44%	-$11.2K	﹤0.01%	956
2019 Q4	$26K	Buy	+685	New	+$26.5K	0.01%	801

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

Verus Capital Partners's XLRE Position: Q2 2026 in Review

Verus Capital Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.4% in Q2 2026, selling an estimated $13.4K and leaving 5,381 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #436.

Verus Capital Partners first reported a position in XLRE in Q4 2019 and has held it in 13 quarters since. The position peaked at $256K in Q1 2022. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Verus Capital Partners held 5,381 shares of State Street Real Estate Select Sector SPDR ETF worth $237K as of Q2 2026.
Verus Capital Partners sold 305 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #436 holding.
Verus Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
Verus Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $256K in Q1 2022.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.