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

Cordatus 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	$2.57M	Buy	58,386 +312	+0.5%	+$13.7K	0.56%	50
2026 Q1	$2.37M	Sell	58,074 -668	-1%	-$28K	0.56%	54
2025 Q4	$2.37M	Buy	58,742 +318	+0.5%	+$13.1K	0.55%	56
2025 Q3	$2.46M	Buy	58,424 +196	+0.3%	+$8.2K	0.58%	52
2025 Q2	$2.41M	Sell	58,228 -1,674	-3%	-$68.7K	0.59%	50
2025 Q1	$2.51M	Sell	59,902 -123,689	-67%	-$5.15M	0.69%	49
2024 Q4	$7.47M	Buy	183,591 +129,763	+241%	+$5.61M	1.97%	11
2024 Q3	$2.4M	Buy	53,828 +875	+2%	+$36.9K	0.86%	37
2024 Q2	$2.03M	Buy	52,953 +348	+0.7%	+$13.1K	0.76%	42
2024 Q1	$2.08M	Buy	+52,605	New	+$2.05M	1.51%	22

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

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

Cordatus Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.54% in Q2 2026, buying an estimated $13.7K and bringing the position to 58,386 shares worth $2.57M. The position accounts for 0.56% of the portfolio, ranked #50.

Cordatus Wealth Management first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.47M in Q4 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Cordatus Wealth Management held 58,386 shares of State Street Real Estate Select Sector SPDR ETF worth $2.57M as of Q2 2026.
Cordatus Wealth Management bought 312 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
State Street Real Estate Select Sector SPDR ETF made up 0.56% of Cordatus Wealth Management's portfolio in Q2 2026, its #50 holding.
Cordatus Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Cordatus Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.47M in Q4 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.