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

Viewpoint Capital Management’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	$19.8K	Sell	450 -847	-65%	-$37.2K	0.01%	119
2026 Q1	$53K	Sell	1,297 -6	-0.5%	-$251	0.02%	114
2025 Q4	$52.6K	Sell	1,303 -11	-0.8%	-$453	0.02%	116
2025 Q3	$55.4K	Hold	1,314	–	–	0.02%	119
2025 Q2	$54.4K	Hold	1,314	–	–	0.03%	116
2025 Q1	$55K	Hold	1,314	–	–	0.03%	121
2024 Q4	$53.4K	Hold	1,314	–	–	0.03%	117
2024 Q3	$58.2K	Sell	1,314 -55	-4%	-$2.32K	0.03%	117
2024 Q2	$52.6K	Hold	1,369	–	–	0.03%	117
2024 Q1	$54.1K	Hold	1,369	–	–	0.03%	117
2023 Q4	$54.8K	Hold	1,369	–	–	0.04%	113
2023 Q3	$46.6K	Sell	1,369 -89	-6%	-$3.29K	0.04%	107
2023 Q2	$55K	Hold	1,458	–	–	0.04%	106
2023 Q1	$54.5K	Sell	1,458 -20	-1%	-$768	0.05%	98
2022 Q4	$54.6K	Sell	1,478 -312	-17%	-$11.5K	0.05%	96
2022 Q3	$64K	Hold	1,790	–	–	0.06%	93
2022 Q2	$73K	Hold	1,790	–	–	0.07%	96
2022 Q1	$86K	Hold	1,790	–	–	0.07%	100
2021 Q4	$93K	Buy	+1,790	New	+$86.1K	0.07%	103

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

Viewpoint Capital Management's XLRE Position: Q2 2026 in Review

Viewpoint Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 65% in Q2 2026, selling an estimated $37.2K and leaving 450 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #119.

Viewpoint Capital Management first reported a position in XLRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $93K in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Viewpoint Capital Management held 450 shares of State Street Real Estate Select Sector SPDR ETF worth $19.8K as of Q2 2026.
Viewpoint Capital Management sold 847 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Viewpoint Capital Management's portfolio in Q2 2026, its #119 holding.
Viewpoint Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $93K in Q4 2021.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.