Woodard & Company Asset Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Woodard & Company Asset Management Group’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	$4.89K	Hold	111	–	–	﹤0.01%	164
2026 Q1	$4.53K	Hold	111	–	–	﹤0.01%	169
2025 Q4	$4.48K	Buy	+111	New	+$4.57K	﹤0.01%	165
2025 Q2	–	Sell	-111	Closed	-$4.64K	–	152
2025 Q1	$4.64K	Buy	+111	New	+$4.62K	﹤0.01%	136

Other funds holding XLRE

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodard & Company Asset Management Group's XLRE Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 111 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Woodard & Company Asset Management Group first reported a position in XLRE in Q1 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Woodard & Company Asset Management Group held 111 shares of State Street Real Estate Select Sector SPDR ETF worth $4.89K as of Q2 2026.
Woodard & Company Asset Management Group 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 Woodard & Company Asset Management Group's portfolio in Q2 2026, its #164 holding.
Woodard & Company Asset Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
429 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.