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

BCS 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	$585K	Sell	13,292 -568	-4%	-$25K	0.11%	161
2026 Q1	$566K	Sell	13,860 -10,072	-42%	-$422K	0.12%	149
2025 Q4	$966K	Buy	23,932 +11,260	+89%	+$463K	0.1%	162
2025 Q3	$534K	Sell	12,672 -2,725	-18%	-$114K	0.12%	148
2025 Q2	$638K	Sell	15,397 -2,221	-13%	-$91.2K	0.14%	138
2025 Q1	$737K	Sell	17,618 -967	-5%	-$40.3K	0.19%	103
2024 Q4	$756K	Sell	18,585 -2,650	-12%	-$115K	0.19%	108
2024 Q3	$949K	Sell	21,235 -1,790	-8%	-$75.4K	0.4%	57
2024 Q2	$884K	Sell	23,025 -1,643	-7%	-$61.9K	0.43%	58
2024 Q1	$975K	Buy	24,668 +804	+3%	+$31.3K	0.31%	77
2023 Q4	$956K	Buy	23,864 +6,905	+41%	+$248K	0.35%	69
2023 Q3	$578K	Buy	16,959 +3,616	+27%	+$134K	0.24%	92
2023 Q2	$503K	Buy	13,343 +1,391	+12%	+$51.3K	0.37%	62
2023 Q1	$447K	Buy	11,952 +2,213	+23%	+$85K	0.2%	95
2022 Q4	$360K	Buy	+9,739	New	+$359K	0.15%	129

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCS Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.1% in Q2 2026, selling an estimated $25K and leaving 13,292 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #161.

BCS Wealth Management first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $975K in Q1 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

BCS Wealth Management held 13,292 shares of State Street Real Estate Select Sector SPDR ETF worth $585K as of Q2 2026.
BCS Wealth Management sold 568 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $25K.
State Street Real Estate Select Sector SPDR ETF made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #161 holding.
BCS Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
BCS Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $975K in Q1 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.