Concord Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Concord Wealth 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	$8.59K	Buy	+195	New	+$8.57K	﹤0.01%	591
2026 Q1	–	Sell	-406	Closed	-$16.4K	–	806
2025 Q4	$16.4K	Sell	406 -443	-52%	-$18.2K	﹤0.01%	471
2025 Q3	$35.8K	Sell	849 -796	-48%	-$33.3K	﹤0.01%	386
2025 Q2	$68.1K	Sell	1,645 -437	-21%	-$17.9K	0.01%	302
2025 Q1	$87.1K	Sell	2,082 -99	-5%	-$4.12K	0.01%	259
2024 Q4	$88.7K	Sell	2,181 -2,389	-52%	-$103K	0.01%	263
2024 Q3	$204K	Buy	4,570 +201	+5%	+$8.47K	0.03%	201
2024 Q2	$168K	Sell	4,369 -3,357	-43%	-$126K	0.03%	210
2024 Q1	$305K	Sell	7,726 -1,565	-17%	-$60.9K	0.06%	171
2023 Q4	$372K	Sell	9,291 -6,606	-42%	-$237K	0.07%	148
2023 Q3	$542K	Sell	15,897 -3,833	-19%	-$142K	0.12%	121
2023 Q2	$744K	Buy	19,730 +6,745	+52%	+$249K	0.16%	83
2023 Q1	$485K	Buy	12,985 +932	+8%	+$35.8K	0.14%	90
2022 Q4	$445K	Buy	+12,053	New	+$445K	0.13%	92
2022 Q3	–	Sell	-230	Closed	-$9K	–	1185
2022 Q2	$9K	Buy	+230	New	+$10.3K	﹤0.01%	717
2022 Q1	–	Sell	-72	Closed	-$4K	–	1410
2021 Q4	$4K	Buy	+72	New	+$3.46K	﹤0.01%	1019

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

Concord Wealth Partners's XLRE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 195 shares worth $8.59K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLRE as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLRE in Q4 2021 and has held it in 16 quarters since. The position peaked at $744K in Q2 2023. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Concord Wealth Partners held 195 shares of State Street Real Estate Select Sector SPDR ETF worth $8.59K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #591 holding.
Concord Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Concord Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $744K in Q2 2023.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.