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

Birchcreek 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 		$291K Sell
6,605
-827
-11% -$36.4K 0.11% 112
2026
Q1 		$303K Buy
7,432
+324
+5% +$13.6K 0.15% 93
2025
Q4 		$287K Buy
+7,108
New +$293K 0.14% 93
2024
Q3 		– Sell
-13,933
Closed -$535K – 157
2024
Q2 		$535K Sell
13,933
-3,006
-18% -$113K 0.3% 78
2024
Q1 		$670K Buy
16,939
+58
+0.3% +$2.26K 0.35% 65
2023
Q4 		$676K Buy
16,881
+488
+3% +$17.5K 0.4% 61
2023
Q3 		$558K Buy
16,393
+4,834
+42% +$179K 0.38% 66
2023
Q2 		$436K Buy
11,559
+3,413
+42% +$126K 0.3% 81
2023
Q1 		$305K Buy
+8,146
New +$313K 0.24% 101
2022
Q3 		– Sell
-5,012
Closed -$205K – 124
2022
Q2 		$205K Sell
5,012
-651
-11% -$29K 0.18% 111
2022
Q1 		$274K Buy
5,663
+1,701
+43% +$79.7K 0.24% 87
2021
Q4 		$205K Sell
3,962
-1,527
-28% -$73.5K 0.18% 116
2021
Q3 		$244K Sell
5,489
-256
-4% -$11.9K 0.23% 97
2021
Q2 		$255K Sell
5,745
-433
-7% -$18.6K 0.25% 94
2021
Q1 		$244K Sell
6,178
-352
-5% -$13.2K 0.26% 93
2020
Q4 		$238K Buy
+6,530
New +$237K 0.23% 86

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

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

Birchcreek Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $36.4K and leaving 6,605 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #112.

Birchcreek Wealth Management first reported a position in XLRE in Q4 2020 and has held it in 16 quarters since. The position peaked at $676K in Q4 2023. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Birchcreek Wealth Management held 6,605 shares of State Street Real Estate Select Sector SPDR ETF worth $291K as of Q2 2026.
  • Birchcreek Wealth Management sold 827 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $36.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.11% of Birchcreek Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Birchcreek Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
  • Birchcreek Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $676K in Q4 2023.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.