Allied Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Allied Private Wealth’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	$2.43K	Buy	+55	New	+$2.42K	﹤0.01%	711

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

Allied Private Wealth's XLRE Position: Q2 2026 in Review

Allied Private Wealth opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 55 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

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

Allied Private Wealth held 55 shares of State Street Real Estate Select Sector SPDR ETF worth $2.43K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Allied Private Wealth position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #711 holding.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.