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

Capital Advisors 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	$4.36M	Buy	98,922 +72,647	+276%	+$3.19M	0.51%	45
2026 Q1	$1.07M	Sell	26,275 -489	-2%	-$20.5K	0.14%	87
2025 Q4	$1.08M	Sell	26,764 -13,430	-33%	-$553K	0.15%	82
2025 Q3	$1.69M	Sell	40,194 -130,927	-77%	-$5.48M	0.24%	64
2025 Q2	$7.09M	Buy	171,121 +27,187	+19%	+$1.12M	1.11%	21
2025 Q1	$6.02M	Sell	143,934 -13,479	-9%	-$561K	1.06%	24
2024 Q4	$6.4M	Buy	157,413 +133,322	+553%	+$5.77M	1.14%	23
2024 Q3	$1.08M	Buy	+24,091	New	+$1.02M	0.2%	60

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

Capital Advisors Wealth Management's XLRE Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 276% in Q2 2026, buying an estimated $3.19M and bringing the position to 98,922 shares worth $4.36M. The position accounts for 0.51% of the portfolio, ranked #45.

Capital Advisors Wealth Management first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.09M in Q2 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Capital Advisors Wealth Management held 98,922 shares of State Street Real Estate Select Sector SPDR ETF worth $4.36M as of Q2 2026.
Capital Advisors Wealth Management bought 72,647 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.19M.
State Street Real Estate Select Sector SPDR ETF made up 0.51% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #45 holding.
Capital Advisors Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Capital Advisors Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.09M in Q2 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.