AWM
XLRE icon

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

Abound 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 		$308K Sell
7,002
-170
-2% -$7.47K 0.06% 73
2026
Q1 		$293K Buy
7,172
+69
+1% +$2.89K 0.07% 68
2025
Q4 		$287K Buy
7,103
+3,660
+106% +$151K 0.07% 69
2025
Q3 		$145K Buy
3,443
+29
+0.8% +$1.21K 0.04% 98
2025
Q2 		$141K Buy
3,414
+39
+1% +$1.6K 0.04% 101
2025
Q1 		$141K Buy
3,375
+26
+0.8% +$1.08K 0.05% 87
2024
Q4 		$136K Buy
3,349
+48
+1% +$2.08K 0.04% 82
2024
Q3 		$147K Buy
3,301
+51
+2% +$2.15K 0.05% 77
2024
Q2 		$125K Sell
3,250
-5
-0.2% -$188 0.05% 77
2024
Q1 		$129K Buy
3,255
+693
+27% +$27K 0.05% 76
2023
Q4 		$103K Buy
2,562
+35
+1% +$1.26K 0.04% 88
2023
Q3 		$86.1K Buy
2,527
+500
+25% +$18.5K 0.04% 89
2023
Q2 		$76.4K Buy
2,027
+1,267
+167% +$46.7K 0.03% 93
2023
Q1 		$28.4K Buy
760
+12
+2% +$461 0.01% 170
2022
Q4 		$27.6K Buy
748
+670
+859% +$24.7K 0.01% 164
2022
Q3 		$2.81K Buy
+78
New +$3.27K ﹤0.01% 442

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Abound Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q2 2026, selling an estimated $7.47K and leaving 7,002 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #73.

Abound Wealth Management first reported a position in XLRE in Q3 2022 and has held it in 16 quarters since. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Abound Wealth Management held 7,002 shares of State Street Real Estate Select Sector SPDR ETF worth $308K as of Q2 2026.
  • Abound Wealth Management sold 170 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $7.47K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of Abound Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Abound Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • 799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.