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

Copia 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	$914K	Sell	20,756 -472	-2%	-$20.8K	0.55%	46
2026 Q1	$867K	Sell	21,228 -6,777	-24%	-$284K	0.6%	44
2025 Q4	$1.13M	Sell	28,005 -3,926	-12%	-$162K	0.81%	32
2025 Q3	$1.35M	Sell	31,931 -354	-1%	-$14.8K	1%	29
2025 Q2	$1.34M	Sell	32,285 -10,166	-24%	-$417K	1.13%	23
2025 Q1	$1.78M	Buy	42,451 +3,751	+10%	+$156K	1.64%	16
2024 Q4	$1.57M	Buy	+38,700	New	+$1.67M	1.5%	17

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

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

Copia Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.2% in Q2 2026, selling an estimated $20.8K and leaving 20,756 shares worth $914K. The position accounts for 0.55% of the portfolio, ranked #46.

Copia Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q1 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Copia Wealth Management held 20,756 shares of State Street Real Estate Select Sector SPDR ETF worth $914K as of Q2 2026.
Copia Wealth Management sold 472 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $20.8K.
State Street Real Estate Select Sector SPDR ETF made up 0.55% of Copia Wealth Management's portfolio in Q2 2026, its #46 holding.
Copia Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.78M in Q1 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.