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 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

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

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

BCO Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 7,115 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #33.

BCO Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

BCO Wealth Management held 7,115 shares of State Street Real Estate Select Sector SPDR ETF worth $313K as of Q2 2026.
BCO Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.17% of BCO Wealth Management's portfolio in Q2 2026, its #33 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 7 quarters since.
249 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.