CWM
XLRE icon

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

Coral 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 		$942K Hold
21,385
– – 0.77% 14
2026
Q1 		$873K Buy
+21,385
New +$896K 0.98% 12

Other funds holding XLRE

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Coral Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 21,385 shares worth $942K. The position accounts for 0.77% of the portfolio, ranked #14.

Coral Wealth Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Coral Wealth Management held 21,385 shares of State Street Real Estate Select Sector SPDR ETF worth $942K as of Q2 2026.
  • Coral Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.77% of Coral Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Coral Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Coral Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.