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

WESPAC 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	$595K	Buy	13,516 +1,534	+13%	+$67.5K	0.29%	100
2026 Q1	$489K	Buy	+11,982	New	+$502K	0.27%	109
2025 Q2	–	Sell	-9,096	Closed	-$381K	–	202
2025 Q1	$381K	Buy	+9,096	New	+$379K	0.31%	110
2022 Q2	–	Sell	-38,290	Closed	-$1.85M	–	131
2022 Q1	$1.85M	Buy	38,290 +5,616	+17%	+$263K	2%	9
2021 Q4	$1.69M	Sell	32,674 -21,611	-40%	-$1.04M	1.13%	23
2021 Q3	$2.41M	Buy	54,285 +47,580	+710%	+$2.21M	1.49%	12
2021 Q2	$297K	Buy	+6,705	New	+$287K	0.57%	70
2021 Q1	–	Sell	-10,345	Closed	-$378K	–	188
2020 Q4	$378K	Buy	+10,345	New	+$375K	0.29%	91

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

WESPAC Advisors's XLRE Position: Q2 2026 in Review

WESPAC Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q2 2026, buying an estimated $67.5K and bringing the position to 13,516 shares worth $595K. The position accounts for 0.29% of the portfolio, ranked #100.

WESPAC Advisors first reported a position in XLRE in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.41M in Q3 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

WESPAC Advisors held 13,516 shares of State Street Real Estate Select Sector SPDR ETF worth $595K as of Q2 2026.
WESPAC Advisors bought 1,534 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $67.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.29% of WESPAC Advisors's portfolio in Q2 2026, its #100 holding.
WESPAC Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
WESPAC Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.41M in Q3 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.