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Cornerstone Planning Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cornerstone Planning Group’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 		$1.44M Buy
32,050
+331
+1% +$14.6K 0.18% 58
2026
Q1 		$1.4M Sell
31,719
-1,028
-3% -$43.1K 0.19% 57
2025
Q4 		$1.34M Buy
32,747
+32,558
+17,226% +$1.34M 0.21% 53
2025
Q3 		$10.9K Sell
189
-31,538
-99% -$1.32M ﹤0.01% 752
2025
Q2 		$1.33M Buy
31,727
+1,658
+6% +$68.1K 0.27% 31
2025
Q1 		$1.22M Buy
30,069
+388
+1% +$16.2K 0.29% 29
2024
Q4 		$1.25M Buy
29,681
+21
+0.1% +$909 0.31% 25
2024
Q3 		$1.3M Buy
29,660
+185
+0.6% +$7.79K 0.34% 23
2024
Q2 		$1.2M Buy
29,475
+108
+0.4% +$4.07K 0.34% 22
2024
Q1 		$1.09M Buy
29,367
+64
+0.2% +$2.49K 0.34% 23
2023
Q4 		$1.17M Buy
29,303
+2,716
+10% +$97.5K 0.39% 23
2023
Q3 		$906K Buy
26,587
+6,488
+32% +$240K 0.35% 25
2023
Q2 		$758K Buy
+20,099
New +$741K 0.3% 37
2022
Q4 		$1.21M Buy
+31,146
New +$1.15M 0.51% 38

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Cornerstone Planning Group's XLRE Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1% in Q2 2026, buying an estimated $14.6K and bringing the position to 32,050 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #58.

Cornerstone Planning Group first reported a position in XLRE in Q4 2022 and has held it in 14 quarters since. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Cornerstone Planning Group held 32,050 shares of State Street Real Estate Select Sector SPDR ETF worth $1.44M as of Q2 2026.
  • Cornerstone Planning Group bought 331 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.18% of Cornerstone Planning Group's portfolio in Q2 2026, its #58 holding.
  • Cornerstone Planning Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.