Superior Planning, LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Superior Planning, LLC’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	$5.32K	Buy	+130	New	+$5.75K	﹤0.01%	1184

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's XLRE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026: 130 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings.

584 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Superior Planning, LLC held 130 shares of State Street Real Estate Select Sector SPDR ETF worth $5.32K as of Q3 2026.
State Street Real Estate Select Sector SPDR ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1184 holding.
584 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.