Westside Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Westside Investment Management’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	$70.4K	Hold	1,600	–	–	0.01%	508
2026 Q1	$66.6K	Sell	1,600 -455	-22%	-$19.1K	0.01%	499
2025 Q4	$83K	Hold	2,055	–	–	0.01%	426
2025 Q3	$86.6K	Buy	+2,055	New	+$86K	0.01%	416
2023 Q4	–	Sell	-111	Closed	-$3.78K	–	887
2023 Q3	$3.78K	Hold	111	–	–	﹤0.01%	721
2023 Q2	$4.18K	Hold	111	–	–	﹤0.01%	717
2023 Q1	$4.15K	Hold	111	–	–	﹤0.01%	717
2022 Q4	$4	Hold	111	–	–	﹤0.01%	728
2022 Q3	$3	Hold	111	–	–	﹤0.01%	752
2022 Q2	$4	Hold	111	–	–	﹤0.01%	718
2022 Q1	$5	Hold	111	–	–	﹤0.01%	692
2021 Q4	$5	Hold	111	–	–	﹤0.01%	681
2021 Q3	$4	Hold	111	–	–	﹤0.01%	691
2021 Q2	$4	Hold	111	–	–	﹤0.01%	675
2021 Q1	$4	Hold	111	–	–	﹤0.01%	662
2020 Q4	$4	Sell	111 -55	-33%	-$2K	﹤0.01%	587
2020 Q3	$5	Hold	166	–	–	﹤0.01%	555
2020 Q2	$5	Hold	166	–	–	﹤0.01%	548
2020 Q1	$5	Buy	+166	New	+$6.2K	﹤0.01%	538
2019 Q2	$2	Buy	+55	New	+$2.01K	﹤0.01%	620
2018 Q4	$1.71K	Hold	55	–	–	﹤0.01%	635
2018 Q3	$1.78K	Hold	55	–	–	﹤0.01%	681
2018 Q2	$1.79K	Hold	55	–	–	﹤0.01%	773
2018 Q1	$1.69K	Sell	55 -594	-92%	-$18.4K	﹤0.01%	770
2017 Q4	$21.1K	Sell	649 -722	-53%	-$23.8K	0.01%	402
2017 Q3	$44.5K	Sell	1,371 -331	-19%	-$10.7K	0.03%	281
2017 Q2	$53.5K	Sell	1,702 -835	-33%	-$26.7K	0.03%	256
2017 Q1	$80.2K	Sell	2,537 -2,369	-48%	-$73.9K	0.04%	213
2016 Q4	$150K	Buy	+4,906	New	+$150K	0.1%	112

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

Westside Investment Management's XLRE Position: Q2 2026 in Review

Westside Investment Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 1,600 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #508.

Westside Investment Management first reported a position in XLRE in Q4 2016 and has held it in 29 quarters since. The position peaked at $150K in Q4 2016. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Westside Investment Management held 1,600 shares of State Street Real Estate Select Sector SPDR ETF worth $70.4K as of Q2 2026.
Westside Investment Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #508 holding.
Westside Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 29 quarters since.
Westside Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $150K in Q4 2016.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.