VisionPoint Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

VisionPoint Advisory Group’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	$262K	Buy	+5,944	New	+$261K	0.04%	396
2022 Q3	–	Sell	-8,558	Closed	-$383K	–	109
2022 Q2	$383K	Buy	8,558 +2,582	+43%	+$115K	0.15%	68
2022 Q1	$251K	Sell	5,976 -12,276	-67%	-$575K	0.12%	76
2021 Q4	$852K	Sell	18,252 -5,406	-23%	-$260K	0.37%	57
2021 Q3	$1.14M	Sell	23,658 -5,539	-19%	-$257K	0.51%	46
2021 Q2	$1.29M	Buy	29,197 +5,158	+21%	+$221K	0.58%	50
2021 Q1	$949K	Buy	24,039 +9,637	+67%	+$362K	0.45%	59
2020 Q4	$527K	Buy	+14,402	New	+$523K	0.27%	78

Other funds holding XLRE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

VisionPoint Advisory Group's XLRE Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5,944 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #396 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in XLRE as recently as Q2 2022.

VisionPoint Advisory Group first reported a position in XLRE in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2021. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

VisionPoint Advisory Group held 5,944 shares of State Street Real Estate Select Sector SPDR ETF worth $262K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new VisionPoint Advisory Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #396 holding.
VisionPoint Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
VisionPoint Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.29M in Q2 2021.
122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.