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

Cornerstone 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
Q3 		$717K Sell
17,518
-1,049
-6% -$46.4K 0.03% 407
2026
Q2 		$818K Buy
18,567
+661
+4% +$29.1K 0.04% 375
2026
Q1 		$731K Sell
17,906
-402
-2% -$16.8K 0.04% 368
2025
Q4 		$739K Sell
18,308
-877
-5% -$36.1K 0.04% 344
2025
Q3 		$808K Sell
19,185
-3,235
-14% -$135K 0.04% 317
2025
Q2 		$929K Sell
22,420
-583
-3% -$23.9K 0.06% 281
2025
Q1 		$963K Sell
23,003
-1,284
-5% -$53.5K 0.07% 252
2024
Q4 		$988K Buy
24,287
+438
+2% +$19K 0.07% 229
2024
Q3 		$1.07M Buy
23,849
+182
+0.8% +$7.67K 0.08% 211
2024
Q2 		$909K Sell
23,667
-489
-2% -$18.4K 0.07% 218
2024
Q1 		$955K Sell
24,156
-1,362
-5% -$53K 0.08% 211
2023
Q4 		$1.02M Buy
25,518
+36
+0.1% +$1.29K 0.09% 191
2023
Q3 		$868K Sell
25,482
-1,033
-4% -$38.2K 0.08% 207
2023
Q2 		$999K Sell
26,515
-2,853
-10% -$105K 0.09% 184
2023
Q1 		$1.1M Buy
+29,368
New +$1.13M 0.11% 164
2022
Q3 		$1.01M Buy
27,950
+957
+4% +$40.1K 0.11% 160
2022
Q2 		$1.1M Buy
26,993
+6,624
+33% +$295K 0.12% 150
2022
Q1 		$984K Buy
20,369
+9,071
+80% +$425K 0.1% 182
2021
Q4 		$584K Sell
11,298
-34
-0.3% -$1.64K 0.06% 258
2021
Q3 		$504K Sell
11,332
-18,991
-63% -$882K 0.05% 274
2021
Q2 		$1.34M Buy
30,323
+11,687
+63% +$501K 0.14% 147
2021
Q1 		$736K Buy
18,636
+1,218
+7% +$45.8K 0.09% 206
2020
Q4 		$637K Sell
17,418
-6,480
-27% -$235K 0.08% 209
2020
Q3 		$843K Buy
23,898
+349
+1% +$12.4K 0.13% 159
2020
Q2 		$820K Buy
+23,549
New +$796K 0.13% 157
2019
Q2 		– Sell
-2,211
Closed -$367K – 517
2019
Q1 		$367K Buy
+2,211
New +$75.4K 0.04% 335
2017
Q2 		– Sell
-7,211
Closed -$226K – 408
2017
Q1 		$226K Sell
7,211
-1,027
-12% -$32K 0.06% 307
2016
Q4 		$254K Sell
8,238
-1,655
-17% -$50.7K 0.08% 232
2016
Q3 		$314K Buy
+9,893
New +$332K 0.12% 179

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Cornerstone Wealth Management's XLRE Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.6% in Q3 2026, selling an estimated $46.4K and leaving 17,518 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #407.

Cornerstone Wealth Management first reported a position in XLRE in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.34M in Q2 2021. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Cornerstone Wealth Management held 17,518 shares of State Street Real Estate Select Sector SPDR ETF worth $717K as of Q3 2026.
  • Cornerstone Wealth Management sold 1,049 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $46.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #407 holding.
  • Cornerstone Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 29 quarters since.
  • Cornerstone Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.34M in Q2 2021.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.