VSM Wealth Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$372K Buy
8,453
+446
+6% +$19.6K 0.1% 83
2026
Q1
$327K Buy
8,007
+1,343
+20% +$56.3K 0.1% 85
2025
Q4
$269K Buy
+6,664
New +$274K 0.08% 88
2025
Q2
Sell
-140
Closed -$5.84K 539
2025
Q1
$5.84K Buy
+140
New +$5.83K ﹤0.01% 395

Other funds holding XLRE

VSM Wealth Advisory's XLRE Position: Q2 2026 in Review

VSM Wealth Advisory increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 8,453 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #83.

VSM Wealth Advisory first reported a position in XLRE in Q1 2025 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • VSM Wealth Advisory held 8,453 shares of State Street Real Estate Select Sector SPDR ETF worth $372K as of Q2 2026.
  • VSM Wealth Advisory bought 446 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #83 holding.
  • VSM Wealth Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.