CWM
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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
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
2018
Q4 		– Sell
-130,949
Closed -$4.03M – 1172
2018
Q3 		$4.03M Buy
130,949
+49,825
+61% +$1.65M 0.05% 341
2018
Q2 		$2.5M Buy
+81,124
New +$2.54M 0.03% 466
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

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.7% in Q2 2026, buying an estimated $29.1K and bringing the position to 18,567 shares worth $818K. The position accounts for 0.04% of the portfolio, ranked #375.

Cornerstone Wealth Management first reported a position in XLRE in Q3 2016 and has held it in 30 quarters since. The position peaked at $4.03M in Q3 2018. 239 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Cornerstone Wealth Management held 18,567 shares of State Street Real Estate Select Sector SPDR ETF worth $818K as of Q2 2026.
  • Cornerstone Wealth Management bought 661 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $29.1K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #375 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 30 quarters since.
  • Cornerstone Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $4.03M in Q3 2018.
  • 239 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.