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

Axxcess 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	$760K	Buy	+17,264	New	+$759K	0.01%	600
2026 Q1	–	Sell	-17,983	Closed	-$726K	–	1016
2025 Q4	$726K	Buy	17,983 +212	+1%	+$8.72K	0.01%	582
2025 Q3	$749K	Sell	17,771 -3,520	-17%	-$147K	0.02%	518
2025 Q2	$882K	Sell	21,291 -9,135	-30%	-$375K	0.02%	460
2025 Q1	$1.27M	Buy	30,426 +2,329	+8%	+$97K	0.03%	340
2024 Q4	$1.14M	Buy	28,097 +8,139	+41%	+$352K	0.03%	382
2024 Q3	$892K	Sell	19,958 -7,608	-28%	-$321K	0.02%	415
2024 Q2	$1.06M	Sell	27,566 -61,856	-69%	-$2.33M	0.03%	367
2024 Q1	$3.53M	Buy	89,422 +9,293	+12%	+$361K	0.1%	168
2023 Q4	$3.21M	Buy	80,129 +17,510	+28%	+$629K	0.09%	177
2023 Q3	$2.13M	Sell	62,619 -44	-0.1%	-$1.63K	0.07%	201
2023 Q2	$2.36M	Buy	62,663 +9,407	+18%	+$347K	0.17%	113
2023 Q1	$1.99M	Buy	+53,256	New	+$2.05M	0.15%	137

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 17,264 shares worth $760K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XLRE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XLRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.53M in Q1 2024. 403 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Axxcess Wealth Management held 17,264 shares of State Street Real Estate Select Sector SPDR ETF worth $760K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #600 holding.
Axxcess Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Axxcess Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.53M in Q1 2024.
403 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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