1900 Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

1900 Wealth 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	$863K	Buy	19,593 +1,305	+7%	+$57.4K	0.05%	133
2026 Q1	$747K	Buy	18,288 +366	+2%	+$15.3K	0.05%	130
2025 Q4	$723K	Hold	17,922	–	–	0.05%	129
2025 Q3	$755K	Hold	17,922	–	–	0.05%	119
2025 Q2	$742K	Hold	17,922	–	–	0.06%	110
2025 Q1	$750K	Hold	17,922	–	–	0.06%	105
2024 Q4	$729K	Buy	17,922 +1,430	+9%	+$61.9K	0.06%	109
2024 Q3	$737K	Hold	16,492	–	–	0.06%	113
2024 Q2	$633K	Buy	+16,492	New	+$621K	0.06%	124

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

1900 Wealth Management's XLRE Position: Q2 2026 in Review

1900 Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 7.1% in Q2 2026, buying an estimated $57.4K and bringing the position to 19,593 shares worth $863K. The position accounts for 0.05% of the portfolio, ranked #133.

1900 Wealth Management first reported a position in XLRE in Q2 2024 and has held it in 9 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

1900 Wealth Management held 19,593 shares of State Street Real Estate Select Sector SPDR ETF worth $863K as of Q2 2026.
1900 Wealth Management bought 1,305 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $57.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of 1900 Wealth Management's portfolio in Q2 2026, its #133 holding.
1900 Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.