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

BCO 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 Q3	$291K	Hold	7,115	–	–	0.16%	34
2026 Q2	$313K	Hold	7,115	–	–	0.17%	33
2026 Q1	$291K	Hold	7,115	–	–	0.17%	29
2025 Q4	$287K	Hold	7,115	–	–	0.18%	29
2025 Q3	$300K	Hold	7,115	–	–	0.2%	27
2025 Q2	$295K	Hold	7,115	–	–	0.21%	28
2025 Q1	$298K	Hold	7,115	–	–	0.23%	26
2024 Q4	$289K	Buy	+7,115	New	+$308K	0.24%	28

Other funds holding XLRE

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Dean Jacobson Financial Services Fort Worth, Texas $181M AUM 11.7% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCO Wealth Management's XLRE Position: Q3 2026 in Review

BCO Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2026 at 7,115 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #34.

BCO Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $313K in Q2 2026. 290 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

BCO Wealth Management held 7,115 shares of State Street Real Estate Select Sector SPDR ETF worth $291K as of Q3 2026.
BCO Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of BCO Wealth Management's portfolio in Q3 2026, its #34 holding.
BCO Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
BCO Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $313K in Q2 2026.
290 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.