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Alliance Wealth Advisors (Pennsylvania)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.46M Buy
33,138
+4,026
+14% +$177K 0.47% 32
2026
Q1 		$1.19M Buy
29,112
+2,313
+9% +$96.9K 0.52% 35
2025
Q4 		$1.08M Buy
26,799
+2,021
+8% +$83.2K 0.47% 38
2025
Q3 		$1.04M Buy
24,778
+982
+4% +$41.1K 0.47% 38
2025
Q2 		$986K Buy
23,796
+2,554
+12% +$105K 0.5% 34
2025
Q1 		$889K Buy
21,242
+2,091
+11% +$87.1K 0.5% 35
2024
Q4 		$779K Buy
19,151
+1,356
+8% +$58.7K 0.44% 43
2024
Q3 		$795K Sell
17,795
-170
-0.9% -$7.16K 0.45% 44
2024
Q2 		$690K Buy
17,965
+595
+3% +$22.4K 0.43% 48
2024
Q1 		$687K Buy
17,370
+896
+5% +$34.8K 0.43% 46
2023
Q4 		$660K Buy
16,474
+431
+3% +$15.5K 0.44% 43
2023
Q3 		$547K Buy
16,043
+878
+6% +$32.5K 0.4% 51
2023
Q2 		$572K Buy
+15,165
New +$559K 0.41% 53

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s XLRE Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, buying an estimated $177K and bringing the position to 33,138 shares worth $1.46M. The position accounts for 0.47% of the portfolio, ranked #32.

Alliance Wealth Advisors (Pennsylvania) first reported a position in XLRE in Q2 2023 and has held it in 13 quarters since. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 33,138 shares of State Street Real Estate Select Sector SPDR ETF worth $1.46M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 4,026 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.47% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #32 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.