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

Waterloo Capital’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 		$646K Buy
+14,670
New +$645K 0.04% 309
2024
Q1 		– Sell
-6,498
Closed -$260K – 405
2023
Q4 		$260K Buy
+6,498
New +$233K 0.04% 319

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waterloo Capital's XLRE Position: Q2 2026 in Review

Waterloo Capital opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 14,670 shares worth $646K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in XLRE as recently as Q4 2023.

Waterloo Capital first reported a position in XLRE in Q4 2023 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Waterloo Capital held 14,670 shares of State Street Real Estate Select Sector SPDR ETF worth $646K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Waterloo Capital position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #309 holding.
  • Waterloo Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.