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BOLTON SECURITIES CORPORATION’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$91.3K Buy
2,231
+6
+0.3% +$265 ﹤0.01% 1156
2026
Q2 		$98K Buy
2,225
+262
+13% +$11.5K ﹤0.01% 1121
2026
Q1 		$80.1K Buy
+1,963
New +$82.3K ﹤0.01% 1108
2025
Q3 		$54K Buy
+1,282
New +$53.6K ﹤0.01% 1125
2025
Q1 		$52.3K Buy
+1,249
New +$52K ﹤0.01% 1033

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLRE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.27% in Q3 2026, buying an estimated $265 and bringing the position to 2,231 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

BOLTON SECURITIES CORPORATION first reported a position in XLRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $98K in Q2 2026. 566 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,231 shares of State Street Real Estate Select Sector SPDR ETF worth $91.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 6 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $265.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1156 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's State Street Real Estate Select Sector SPDR ETF position peaked at $98K in Q2 2026.
  • 566 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.