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

Ball & Co 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 		$6.91M Buy
+156,849
New +$6.9M 4.9% 8

Other funds holding XLRE

VU
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
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
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

Ball & Co Wealth Management's XLRE Position: Q2 2026 in Review

Ball & Co Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 156,849 shares worth $6.91M. The stake represents 4.9% of the portfolio and ranks #8 among its holdings.

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

  • Ball & Co Wealth Management held 156,849 shares of State Street Real Estate Select Sector SPDR ETF worth $6.91M as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Ball & Co Wealth Management position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 4.9% of Ball & Co Wealth Management's portfolio in Q2 2026, its #8 holding.
  • 388 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.