AWM
XLRE icon

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

AE 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 		$15.3M Buy
347,324
+16,689
+5% +$734K 0.07% 250
2026
Q1 		$13.5M Buy
330,635
+48,069
+17% +$2.01M 0.07% 257
2025
Q4 		$11.4M Buy
282,566
+26,301
+10% +$1.08M 0.07% 269
2025
Q3 		$10.8M Buy
256,265
+20,810
+9% +$871K 0.07% 257
2025
Q2 		$9.75M Buy
235,455
+62,045
+36% +$2.55M 0.07% 254
2025
Q1 		$7.26M Buy
173,410
+23,939
+16% +$997K 0.06% 283
2024
Q4 		$6.08M Buy
149,471
+42,038
+39% +$1.82M 0.05% 311
2024
Q3 		$4.8M Buy
107,433
+8,532
+9% +$359K 0.04% 342
2024
Q2 		$3.8M Buy
98,901
+15,144
+18% +$570K 0.04% 390
2024
Q1 		$3.31M Sell
83,757
-132,099
-61% -$5.14M 0.04% 379
2023
Q4 		$8.31M Buy
215,856
+165,513
+329% +$5.94M 0.04% 448
2023
Q3 		$1.72M Sell
50,343
-7,652
-13% -$283K 0.01% 908
2023
Q2 		$2.19M Sell
57,995
-64,958
-53% -$2.4M 0.01% 819
2023
Q1 		$4.6M Buy
122,953
+1,482
+1% +$56.9K 0.03% 526
2022
Q4 		$4.49M Sell
121,471
-40,634
-25% -$1.5M 0.03% 500
2022
Q3 		$5.84M Sell
162,105
-242,160
-60% -$10.1M 0.05% 397
2022
Q2 		$16.5M Buy
404,265
+112,894
+39% +$5.03M 0.13% 172
2022
Q1 		$14.1M Sell
291,371
-138,455
-32% -$6.49M 0.1% 219
2021
Q4 		$22.3M Sell
429,826
-40,963
-9% -$1.97M 0.16% 135
2021
Q3 		$20.9M Buy
470,789
+197,485
+72% +$9.18M 0.17% 127
2021
Q2 		$12.1M Buy
273,304
+137,719
+102% +$5.9M 0.11% 194
2021
Q1 		$5.35M Sell
135,585
-1,023
-0.7% -$38.5K 0.05% 302
2020
Q4 		$4.99M Buy
136,608
+13,529
+11% +$491K 0.06% 273
2020
Q3 		$4.34M Sell
123,079
-3,374
-3% -$120K 0.06% 258
2020
Q2 		$4.4M Buy
126,453
+12,880
+11% +$435K 0.07% 240
2020
Q1 		$3.52M Buy
113,573
+32,593
+40% +$1.22M 0.08% 218
2019
Q4 		$3.13M Buy
80,980
+69,328
+595% +$2.68M 0.07% 255
2019
Q3 		$458K Buy
+11,652
New +$447K 0.01% 643
2018
Q4 		– Sell
-6,463
Closed -$211K – 610
2018
Q3 		$211K Buy
+6,463
New +$214K 0.01% 549

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

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

AE Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5% in Q2 2026, buying an estimated $734K and bringing the position to 347,324 shares worth $15.3M. The position accounts for 0.07% of the portfolio, ranked #250.

AE Wealth Management first reported a position in XLRE in Q3 2018 and has held it in 29 quarters since. The position peaked at $22.3M in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • AE Wealth Management held 347,324 shares of State Street Real Estate Select Sector SPDR ETF worth $15.3M as of Q2 2026.
  • AE Wealth Management bought 16,689 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $734K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of AE Wealth Management's portfolio in Q2 2026, its #250 holding.
  • AE Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
  • AE Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $22.3M in Q4 2021.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.