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

Winthrop Capital 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	$1.85M	Buy	42,040 +978	+2%	+$43K	0.45%	47
2026 Q1	$1.68M	Sell	41,062 -3,938	-9%	-$165K	0.43%	49
2025 Q4	$1.82M	Sell	45,000 -2,445	-5%	-$101K	0.42%	47
2025 Q3	$2M	Buy	47,445 +814	+2%	+$34.1K	0.48%	42
2025 Q2	$1.93M	Sell	46,631 -594	-1%	-$24.4K	0.49%	44
2025 Q1	$1.98M	Buy	47,225 +2,325	+5%	+$96.8K	0.54%	41
2024 Q4	$1.81M	Sell	44,900 -428	-0.9%	-$18.5K	0.48%	44
2024 Q3	$2.02M	Buy	45,328 +18,597	+70%	+$784K	0.96%	23
2024 Q2	$1.03M	Buy	26,731 +1,006	+4%	+$37.9K	0.51%	35
2024 Q1	$1.02M	Sell	25,725 -458	-2%	-$17.8K	0.47%	39
2023 Q4	$1.05M	Buy	+26,183	New	+$940K	0.34%	61

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

Winthrop Capital Management's XLRE Position: Q2 2026 in Review

Winthrop Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q2 2026, buying an estimated $43K and bringing the position to 42,040 shares worth $1.85M. The position accounts for 0.45% of the portfolio, ranked #47.

Winthrop Capital Management first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2024. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Winthrop Capital Management held 42,040 shares of State Street Real Estate Select Sector SPDR ETF worth $1.85M as of Q2 2026.
Winthrop Capital Management bought 978 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $43K.
State Street Real Estate Select Sector SPDR ETF made up 0.45% of Winthrop Capital Management's portfolio in Q2 2026, its #47 holding.
Winthrop Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.02M in Q3 2024.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.