CWM
XLRE icon

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

Capital 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 		$17.1M Buy
387,611
+24,854
+7% +$1.09M 4.1% 13
2026
Q1 		$14.8M Buy
362,757
+56,674
+19% +$2.38M 4.01% 13
2025
Q4 		$12.4M Buy
306,083
+57,965
+23% +$2.39M 3.99% 11
2025
Q3 		$10.5M Buy
248,118
+10,233
+4% +$428K 3.64% 11
2025
Q2 		$9.85M Buy
237,885
+10,129
+4% +$416K 3.67% 11
2025
Q1 		$9.53M Buy
227,756
+21,925
+11% +$913K 3.95% 11
2024
Q4 		$8.37M Sell
205,831
-68
-0% -$2.94K 3.59% 11
2024
Q3 		$9.2M Buy
205,899
+8,569
+4% +$361K 3.94% 11
2024
Q2 		$7.58M Buy
197,330
+25,993
+15% +$979K 3.47% 13
2024
Q1 		$6.77M Buy
171,337
+10,862
+7% +$422K 3.24% 13
2023
Q4 		$6.43M Sell
160,475
-15,954
-9% -$573K 3.27% 12
2023
Q3 		$6.01M Sell
176,429
-4,856
-3% -$180K 3.3% 12
2023
Q2 		$6.83M Buy
181,285
+1,774
+1% +$65.4K 3.72% 11
2023
Q1 		$6.71M Buy
179,511
+82,959
+86% +$3.19M 3.85% 11
2022
Q4 		$3.57M Buy
96,552
+25,435
+36% +$939K 2.41% 14
2022
Q3 		$2.56M Buy
71,117
+16,106
+29% +$675K 1.99% 19
2022
Q2 		$2.25M Buy
55,011
+49,268
+858% +$2.2M 1.67% 21
2022
Q1 		$278K Buy
+5,743
New +$269K 0.19% 40

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Capital Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.9% in Q2 2026, buying an estimated $1.09M and bringing the position to 387,611 shares worth $17.1M. The position accounts for 4.1% of the portfolio, ranked #13.

Capital Wealth Management first reported a position in XLRE in Q1 2022 and has held it in 18 quarters since. 325 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Capital Wealth Management held 387,611 shares of State Street Real Estate Select Sector SPDR ETF worth $17.1M as of Q2 2026.
  • Capital Wealth Management bought 24,854 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.09M.
  • State Street Real Estate Select Sector SPDR ETF made up 4.1% of Capital Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Capital Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 325 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.