Waverly Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Waverly Advisors’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	$12.2M	Buy	276,975 +131,347	+90%	+$5.78M	0.07%	260
2026 Q1	$5.95M	Buy	145,628 +28,305	+24%	+$1.19M	0.04%	367
2025 Q4	$4.73M	Buy	117,323 +38,546	+49%	+$1.59M	0.04%	383
2025 Q3	$3.32M	Buy	78,777 +58,912	+297%	+$2.46M	0.03%	398
2025 Q2	$823K	Sell	19,865 -65,972	-77%	-$2.71M	0.01%	664
2025 Q1	$3.59M	Buy	+85,837	New	+$3.58M	0.04%	351
2024 Q2	–	Sell	-1,733	Closed	-$68.5K	–	827
2024 Q1	$68.5K	Buy	+1,733	New	+$67.4K	﹤0.01%	681

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's XLRE Position: Q2 2026 in Review

Waverly Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 90% in Q2 2026, buying an estimated $5.78M and bringing the position to 276,975 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #260.

Waverly Advisors first reported a position in XLRE in Q1 2024 and has held it in 7 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Waverly Advisors held 276,975 shares of State Street Real Estate Select Sector SPDR ETF worth $12.2M as of Q2 2026.
Waverly Advisors bought 131,347 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.78M.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #260 holding.
Waverly Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.