Vision Financial Markets’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vision Financial Markets’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	$12.6K	Buy	286 +1	+0.4%	+$44	0.01%	234
2026 Q1	$11.6K	Hold	285	–	–	0.01%	225
2025 Q4	$11.5K	Buy	285 +1	+0.4%	+$41	0.01%	217
2025 Q3	$11.9K	Buy	284 +1	+0.4%	+$42	0.01%	234
2025 Q2	$11.7K	Buy	283 +1	+0.4%	+$41	0.01%	220
2025 Q1	$11.8K	Hold	282	–	–	0.01%	202
2024 Q4	$11.5K	Buy	+282	New	+$12.2K	0.01%	168

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Vision Financial Markets's XLRE Position: Q2 2026 in Review

Vision Financial Markets increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.35% in Q2 2026, buying an estimated $44 and bringing the position to 286 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #234.

Vision Financial Markets first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Vision Financial Markets held 286 shares of State Street Real Estate Select Sector SPDR ETF worth $12.6K as of Q2 2026.
Vision Financial Markets bought 1 State Street Real Estate Select Sector SPDR ETF share in Q2 2026, an estimated $44.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #234 holding.
Vision Financial Markets first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
325 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.