Woodmont Investment Counsel’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Woodmont Investment Counsel’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	$261K	Hold	5,934	–	–	0.01%	259
2026 Q1	$242K	Hold	5,934	–	–	0.01%	245
2025 Q4	$239K	Sell	5,934 -773	-12%	-$31.8K	0.02%	240
2025 Q3	$283K	Sell	6,707 -71	-1%	-$2.97K	0.02%	231
2025 Q2	$281K	Hold	6,778	–	–	0.02%	246
2025 Q1	$284K	Sell	6,778 -805	-11%	-$33.5K	0.02%	235
2024 Q4	$308K	Sell	7,583 -445	-6%	-$19.3K	0.02%	227
2024 Q3	$359K	Sell	8,028 -1,477	-16%	-$62.2K	0.03%	207
2024 Q2	$365K	Sell	9,505 -6,731	-41%	-$254K	0.03%	197
2024 Q1	$642K	Sell	16,236 -2,838	-15%	-$110K	0.05%	167
2023 Q4	$764K	Sell	19,074 -16,730	-47%	-$601K	0.07%	149
2023 Q3	$1.22M	Sell	35,804 -11,870	-25%	-$439K	0.13%	114
2023 Q2	$1.8M	Sell	47,674 -13,694	-22%	-$505K	0.19%	99
2023 Q1	$2.29M	Sell	61,368 -51,628	-46%	-$1.98M	0.24%	85
2022 Q4	$4.17M	Sell	112,996 -3,963	-3%	-$146K	0.47%	58
2022 Q3	$4.21M	Buy	116,959 +3,584	+3%	+$150K	0.53%	51
2022 Q2	$4.63M	Buy	113,375 +11,181	+11%	+$499K	0.57%	54
2022 Q1	$4.94M	Buy	102,194 +12,323	+14%	+$578K	0.57%	46
2021 Q4	$4.66M	Buy	89,871 +5,760	+7%	+$277K	0.6%	43
2021 Q3	$3.74M	Buy	84,111 +5,950	+8%	+$276K	0.54%	49
2021 Q2	$3.46M	Buy	78,161 +2,291	+3%	+$98.2K	0.54%	50
2021 Q1	$3M	Buy	75,870 +5,096	+7%	+$192K	0.51%	52
2020 Q4	$2.59M	Buy	70,774 +15,188	+27%	+$551K	0.48%	55
2020 Q3	$1.96M	Buy	55,586 +30,295	+120%	+$1.08M	0.42%	60
2020 Q2	$880K	Buy	+25,291	New	+$855K	0.21%	90
2016 Q4	–	Sell	-82	Closed	-$3K	–	628
2016 Q3	$3K	Buy	+82	New	+$2.75K	﹤0.01%	623

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MAWA

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Woodmont Investment Counsel's XLRE Position: Q2 2026 in Review

Woodmont Investment Counsel held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 5,934 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #259.

Woodmont Investment Counsel first reported a position in XLRE in Q3 2016 and has held it in 26 quarters since. The position peaked at $4.94M in Q1 2022. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Woodmont Investment Counsel held 5,934 shares of State Street Real Estate Select Sector SPDR ETF worth $261K as of Q2 2026.
Woodmont Investment Counsel 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 Woodmont Investment Counsel's portfolio in Q2 2026, its #259 holding.
Woodmont Investment Counsel first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 26 quarters since.
Woodmont Investment Counsel's State Street Real Estate Select Sector SPDR ETF position peaked at $4.94M in Q1 2022.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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