Corient Private Wealth
XLRE icon

Corient Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Corient Private Wealth’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 		$5.93M Sell
134,635
-30,828
-19% -$1.36M 0.01% 833
2026
Q1 		$6.31M Sell
165,463
-33,608
-17% -$1.41M 0.01% 774
2025
Q4 		$8.03M Buy
199,071
+88,175
+80% +$3.63M 0.01% 617
2025
Q3 		$4.67M Sell
110,896
-93,117
-46% -$3.9M 0.01% 737
2025
Q2 		$8.45M Buy
204,013
+1,524
+0.8% +$62.6K 0.01% 559
2025
Q1 		$8.47M Sell
202,489
-8,473
-4% -$353K 0.01% 552
2024
Q4 		$7.8M Buy
210,962
+13,908
+7% +$602K 0.01% 574
2024
Q3 		$8.8M Buy
197,054
+43,307
+28% +$1.82M 0.01% 597
2024
Q2 		$5.91M Sell
153,747
-7,603
-5% -$286K 0.01% 664
2024
Q1 		$6.38M Sell
161,350
-28,075
-15% -$1.09M 0.01% 645
2023
Q4 		$7.59M Buy
189,425
+40,552
+27% +$1.46M 0.01% 591
2023
Q3 		$5.07M Sell
148,873
-30,132
-17% -$1.12M 0.01% 635
2023
Q2 		$6.75M Buy
179,005
+60,587
+51% +$2.23M 0.02% 551
2023
Q1 		$4.43M Buy
118,418
+8,238
+7% +$316K 0.01% 625
2022
Q4 		$4.07M Buy
+110,180
New +$4.07M 0.01% 543

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Corient Private Wealth's XLRE Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 19% in Q2 2026, selling an estimated $1.36M and leaving 134,635 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #833.

Corient Private Wealth first reported a position in XLRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.8M in Q3 2024. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Corient Private Wealth held 134,635 shares of State Street Real Estate Select Sector SPDR ETF worth $5.93M as of Q2 2026.
  • Corient Private Wealth sold 30,828 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.36M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #833 holding.
  • Corient Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $8.8M in Q3 2024.
  • 803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.