Cascade Financial Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cascade Financial Partners’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	$718K	Buy	16,313 +56	+0.3%	+$2.46K	0.06%	152
2026 Q1	$664K	Buy	16,257 +972	+6%	+$40.7K	0.07%	151
2025 Q4	$617K	Sell	15,285 -2,867	-16%	-$118K	0.06%	153
2025 Q3	$765K	Buy	18,152 +49	+0.3%	+$2.05K	0.09%	135
2025 Q2	$750K	Sell	18,103 -2,044	-10%	-$83.9K	0.09%	134
2025 Q1	$843K	Sell	20,147 -4,582	-19%	-$191K	0.11%	113
2024 Q4	$1.01M	Buy	24,729 +5,156	+26%	+$223K	0.13%	100
2024 Q3	$859K	Buy	19,573 +2,668	+16%	+$112K	0.11%	107
2024 Q2	$649K	Buy	16,905 +2,787	+20%	+$105K	0.09%	125
2024 Q1	$526K	Buy	+14,118	New	+$549K	0.08%	130

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

Cascade Financial Partners's XLRE Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.34% in Q2 2026, buying an estimated $2.46K and bringing the position to 16,313 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #152.

Cascade Financial Partners first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2024. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Cascade Financial Partners held 16,313 shares of State Street Real Estate Select Sector SPDR ETF worth $718K as of Q2 2026.
Cascade Financial Partners bought 56 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.46K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #152 holding.
Cascade Financial Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q4 2024.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.