Wall Capital Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wall Capital 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	$316K	Buy	+7,180	New	+$316K	0.26%	27
2023 Q4	–	Sell	-10,507	Closed	-$361K	–	25
2023 Q3	$361K	Sell	10,507 -10,234	-49%	-$379K	0.51%	20
2023 Q2	$799K	Buy	20,741 +809	+4%	+$29.8K	0.86%	20
2023 Q1	$743K	Buy	+19,932	New	+$765K	0.9%	18

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Wall Capital Group's XLRE Position: Q2 2026 in Review

Wall Capital Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 7,180 shares worth $316K. The stake represents 0.26% of the portfolio and ranks #27 among its holdings. This is a return to the name: Wall Capital Group previously reported a position in XLRE as recently as Q3 2023.

Wall Capital Group first reported a position in XLRE in Q1 2023 and has held it in 4 quarters since. The position peaked at $799K in Q2 2023. 438 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Wall Capital Group held 7,180 shares of State Street Real Estate Select Sector SPDR ETF worth $316K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Wall Capital Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.26% of Wall Capital Group's portfolio in Q2 2026, its #27 holding.
Wall Capital Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 4 quarters since.
Wall Capital Group's State Street Real Estate Select Sector SPDR ETF position peaked at $799K in Q2 2023.
438 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.