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

Angeles 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	$56.2K	Sell	1,277 -163	-11%	-$7.17K	﹤0.01%	561
2026 Q1	$58.8K	Buy	1,440 +1,277	+783%	+$53.5K	﹤0.01%	463
2025 Q4	$6.58K	Sell	163 -234	-59%	-$9.63K	﹤0.01%	457
2025 Q3	$16.7K	Hold	397	–	–	﹤0.01%	390
2025 Q2	$16.4K	Hold	397	–	–	﹤0.01%	405
2025 Q1	$16.6K	Buy	397 +98	+33%	+$4.08K	﹤0.01%	356
2024 Q4	$12.2K	Sell	299 -2,500	-89%	-$108K	﹤0.01%	361
2024 Q3	$125K	Buy	2,799 +2,636	+1,617%	+$111K	0.01%	275
2024 Q2	$6.26K	Sell	163 -380	-70%	-$14.3K	﹤0.01%	295
2024 Q1	$21.5K	Hold	543	–	–	﹤0.01%	271
2023 Q4	$21.8K	Buy	+543	New	+$19.5K	﹤0.01%	243

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

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

Angeles Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $7.17K and leaving 1,277 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Angeles Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $125K in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Angeles Wealth Management held 1,277 shares of State Street Real Estate Select Sector SPDR ETF worth $56.2K as of Q2 2026.
Angeles Wealth Management sold 163 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $7.17K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #561 holding.
Angeles Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Angeles Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $125K in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.