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

Activest 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	$7.92K	Hold	180	–	–	﹤0.01%	626
2026 Q1	$7.35K	Buy	180 +70	+64%	+$2.93K	﹤0.01%	750
2025 Q4	$4.44K	Hold	110	–	–	﹤0.01%	782
2025 Q3	$4.63K	Hold	110	–	–	﹤0.01%	658
2025 Q2	$4.56K	Hold	110	–	–	﹤0.01%	564
2025 Q1	$4.6K	Hold	110	–	–	﹤0.01%	517
2024 Q4	$4.47K	Hold	110	–	–	﹤0.01%	384
2024 Q3	$4.91K	Hold	110	–	–	﹤0.01%	363
2024 Q2	$4.22K	Hold	110	–	–	﹤0.01%	357
2024 Q1	$4.35K	Sell	110 -15	-12%	-$583	﹤0.01%	268
2023 Q4	$5.01K	Hold	125	–	–	﹤0.01%	229
2023 Q3	$4.26K	Buy	+125	New	+$4.63K	﹤0.01%	236
2023 Q2	–	Sell	-125	Closed	-$4.66K	–	431
2023 Q1	$4.66K	Sell	125 -553	-82%	-$21.2K	﹤0.01%	216
2022 Q4	$27.6K	Hold	678	–	–	0.01%	227
2022 Q3	$27K	Buy	678 +553	+442%	+$23.2K	0.01%	223
2022 Q2	$5K	Sell	125 -150	-55%	-$6.69K	﹤0.01%	263
2022 Q1	$13K	Hold	275	–	–	0.01%	186
2021 Q4	$14K	Hold	275	–	–	0.01%	190
2021 Q3	$12K	Hold	275	–	–	0.01%	211
2021 Q2	$12K	Buy	275 +150	+120%	+$6.43K	0.01%	186
2021 Q1	$5K	Buy	+125	New	+$4.7K	﹤0.01%	242

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Activest Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 180 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Activest Wealth Management first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $27.6K in Q4 2022. 325 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Activest Wealth Management held 180 shares of State Street Real Estate Select Sector SPDR ETF worth $7.92K as of Q2 2026.
Activest Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #626 holding.
Activest Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $27.6K in Q4 2022.
325 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.