Winter & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Winter & Associates’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	$333K	Sell	7,559 -12,845	-63%	-$565K	0.25%	59
2026 Q1	$852K	Sell	20,404 -2,962	-13%	-$124K	0.75%	31
2025 Q4	$943K	Buy	+23,366	New	+$962K	0.87%	29

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

Winter & Associates's XLRE Position: Q2 2026 in Review

Winter & Associates reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 63% in Q2 2026, selling an estimated $565K and leaving 7,559 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #59.

Winter & Associates first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $943K in Q4 2025. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Winter & Associates held 7,559 shares of State Street Real Estate Select Sector SPDR ETF worth $333K as of Q2 2026.
Winter & Associates sold 12,845 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $565K.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Winter & Associates's portfolio in Q2 2026, its #59 holding.
Winter & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Winter & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $943K in Q4 2025.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.