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Berger Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Berger Financial Group’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 		$465K Sell
10,569
-2,175
-17% -$95.6K 0.02% 304
2026
Q1 		$520K Sell
12,744
-292
-2% -$12.2K 0.03% 287
2025
Q4 		$526K Sell
13,036
-1,503
-10% -$61.9K 0.03% 284
2025
Q3 		$613K Sell
14,539
-552
-4% -$23.1K 0.04% 261
2025
Q2 		$625K Sell
15,091
-2,155
-12% -$88.5K 0.04% 244
2025
Q1 		$722K Sell
17,246
-192
-1% -$8K 0.05% 214
2024
Q4 		$709K Sell
17,438
-1,097
-6% -$47.5K 0.05% 211
2024
Q3 		$828K Sell
18,535
-7,563
-29% -$319K 0.06% 174
2024
Q2 		$1M Sell
26,098
-33,299
-56% -$1.25M 0.08% 154
2024
Q1 		$2.35M Buy
+59,397
New +$2.31M 0.19% 109

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Berger Financial Group's XLRE Position: Q2 2026 in Review

Berger Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 17% in Q2 2026, selling an estimated $95.6K and leaving 10,569 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #304.

Berger Financial Group first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Berger Financial Group held 10,569 shares of State Street Real Estate Select Sector SPDR ETF worth $465K as of Q2 2026.
  • Berger Financial Group sold 2,175 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $95.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #304 holding.
  • Berger Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Berger Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $2.35M in Q1 2024.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.