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Vickerman Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vickerman Investment Advisors’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 		$3.66M Sell
83,091
-10,182
-11% -$448K 0.71% 36
2026
Q1 		$3.81M Buy
93,273
+5,711
+7% +$239K 0.8% 35
2025
Q4 		$3.53M Buy
87,562
+9,993
+13% +$411K 0.71% 41
2025
Q3 		$3.27M Buy
77,569
+6,360
+9% +$266K 0.66% 44
2025
Q2 		$2.95M Sell
71,209
-2,970
-4% -$122K 0.63% 49
2025
Q1 		$3.1M Buy
74,179
+2,305
+3% +$96K 0.7% 40
2024
Q4 		$2.92M Sell
71,874
-2,510
-3% -$109K 0.79% 39
2024
Q3 		$3.32M Sell
74,384
-105
-0.1% -$4.42K 0.98% 32
2024
Q2 		$2.86M Sell
74,489
-2,926
-4% -$110K 0.92% 40
2024
Q1 		$3.06M Buy
77,415
+320
+0.4% +$12.4K 0.99% 36
2023
Q4 		$3.09M Sell
77,095
-4,622
-6% -$166K 1.05% 33
2023
Q3 		$2.78M Sell
81,717
-2,759
-3% -$102K 1.14% 35
2023
Q2 		$3.18M Sell
84,476
-13,209
-14% -$487K 1.24% 29
2023
Q1 		$3.65M Buy
97,685
+39,561
+68% +$1.52M 1.44% 17
2022
Q4 		$2.15M Buy
58,124
+27,948
+93% +$1.03M 0.97% 43
2022
Q3 		$1.09M Sell
30,176
-275
-0.9% -$11.5K 0.52% 48
2022
Q2 		$1.24M Hold
30,451
– – 0.59% 50
2022
Q1 		$1.36M Sell
30,451
-156
-0.5% -$7.31K 0.61% 48
2021
Q4 		$1.59M Sell
30,607
-2,644
-8% -$127K 0.64% 45
2021
Q3 		$1.48M Buy
+33,251
New +$1.55M 0.59% 46

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

Vickerman Investment Advisors's XLRE Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $448K and leaving 83,091 shares worth $3.66M. The position accounts for 0.71% of the portfolio, ranked #36.

Vickerman Investment Advisors first reported a position in XLRE in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.81M in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Vickerman Investment Advisors held 83,091 shares of State Street Real Estate Select Sector SPDR ETF worth $3.66M as of Q2 2026.
  • Vickerman Investment Advisors sold 10,182 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $448K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.71% of Vickerman Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Vickerman Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.81M in Q1 2026.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.