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

Bullock 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	$41.9K	Sell	948 -6,407	-87%	-$282K	0.02%	299
2026 Q1	$301K	Sell	7,355 -4,029	-35%	-$169K	0.15%	129
2025 Q4	$459K	Sell	11,384 -12,192	-52%	-$502K	0.22%	94
2025 Q3	$993K	Sell	23,576 -218	-0.9%	-$9.12K	0.49%	48
2025 Q2	$992K	Buy	23,794 +221	+0.9%	+$9.07K	0.53%	43
2025 Q1	$987K	Buy	23,573 +10,770	+84%	+$449K	0.55%	38
2024 Q4	$521K	Buy	12,803 +12,334	+2,630%	+$534K	0.3%	71
2024 Q3	$20.8K	Buy	469 +335	+250%	+$14.1K	0.01%	306
2024 Q2	$5.1K	Buy	134 +1	+0.8%	+$38	﹤0.01%	410
2024 Q1	$5.15K	Buy	+133	New	+$5.17K	﹤0.01%	417

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

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

Bullock Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 87% in Q2 2026, selling an estimated $282K and leaving 948 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #299.

Bullock Wealth Management first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $993K in Q3 2025. 804 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Bullock Wealth Management held 948 shares of State Street Real Estate Select Sector SPDR ETF worth $41.9K as of Q2 2026.
Bullock Wealth Management sold 6,407 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $282K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #299 holding.
Bullock Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $993K in Q3 2025.
804 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.