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

Aprio 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	$315K	Sell	7,165 -120	-2%	-$5.28K	0.02%	495
2026 Q1	$297K	Sell	7,285 -232	-3%	-$9.72K	0.02%	488
2025 Q4	$303K	Buy	+7,517	New	+$309K	0.02%	433
2023 Q2	–	Sell	-47,187	Closed	-$1.76M	–	159
2023 Q1	$1.76M	Sell	47,187 -34,528	-42%	-$1.33M	0.54%	26
2022 Q4	$3.02M	Buy	81,715 +14,207	+21%	+$524K	1.06%	17
2022 Q3	$2.43M	Buy	67,508 +6,319	+10%	+$265K	0.98%	23
2022 Q2	$2.5M	Sell	61,189 -2,719	-4%	-$121K	1%	23
2022 Q1	$3.09M	Buy	+63,908	New	+$3M	1.18%	21

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

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

Aprio Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q2 2026, selling an estimated $5.28K and leaving 7,165 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #495.

Aprio Wealth Management first reported a position in XLRE in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.09M in Q1 2022. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Aprio Wealth Management held 7,165 shares of State Street Real Estate Select Sector SPDR ETF worth $315K as of Q2 2026.
Aprio Wealth Management sold 120 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.28K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #495 holding.
Aprio Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
Aprio Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.09M in Q1 2022.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.