Brown, Lisle/Cummings’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Brown, Lisle/Cummings’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	$1.23K	Buy	+28	New	+$1.23K	﹤0.01%	928

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

Brown, Lisle/Cummings's XLRE Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 28 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Brown, Lisle/Cummings held 28 shares of State Street Real Estate Select Sector SPDR ETF worth $1.23K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Brown, Lisle/Cummings position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #928 holding.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.