Action Point Financial Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Action Point Financial Planning’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	$43.6K	Buy	+991	New	+$43.6K	﹤0.01%	865

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

Action Point Financial Planning's XLRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 991 shares worth $43.6K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings.

798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Action Point Financial Planning held 991 shares of State Street Real Estate Select Sector SPDR ETF worth $43.6K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Action Point Financial Planning position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #865 holding.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.