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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

VU
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
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

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. 443 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.
  • 443 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.