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

Barnes Dennig Private 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	$19.5K	Buy	442 +8	+2%	+$352	0.02%	220
2026 Q1	$17.7K	Sell	434 -3	-0.7%	-$126	0.02%	227
2025 Q4	$17.6K	Buy	437 +87	+25%	+$3.58K	0.02%	213
2025 Q3	$14.7K	Buy	350 +196	+127%	+$8.2K	0.02%	203
2025 Q2	$6.38K	Buy	+154	New	+$6.32K	0.01%	233

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Barnes Dennig Private Wealth Management's XLRE Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.8% in Q2 2026, buying an estimated $352 and bringing the position to 442 shares worth $19.5K. The position accounts for 0.02% of the portfolio, ranked #220.

Barnes Dennig Private Wealth Management first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Barnes Dennig Private Wealth Management held 442 shares of State Street Real Estate Select Sector SPDR ETF worth $19.5K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 8 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $352.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #220 holding.
Barnes Dennig Private Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.