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

Cranbrook 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 		$166K Hold
3,770
– – 0.03% 134
2026
Q1 		$154K Buy
3,770
+514
+16% +$21.5K 0.03% 133
2025
Q4 		$131K Sell
3,256
-677
-17% -$27.9K 0.03% 142
2025
Q3 		$166K Sell
3,933
-5,329
-58% -$223K 0.03% 136
2025
Q2 		$384K Sell
9,262
-410
-4% -$16.8K 0.08% 91
2025
Q1 		$405K Sell
9,672
-730
-7% -$30.4K 0.09% 87
2024
Q4 		$423K Hold
10,402
– – 0.1% 87
2024
Q3 		$465K Hold
10,402
– – 0.11% 82
2024
Q2 		$400K Hold
10,402
– – 0.1% 83
2024
Q1 		$411K Sell
10,402
-651
-6% -$25.3K 0.1% 77
2023
Q4 		$443K Sell
11,053
-60
-0.5% -$2.15K 0.12% 68
2023
Q3 		$379K Hold
11,113
– – 0.11% 70
2023
Q2 		$419K Sell
11,113
-590
-5% -$21.8K 0.12% 71
2023
Q1 		$437K Buy
11,703
+431
+4% +$16.6K 0.12% 69
2022
Q4 		$416K Buy
11,272
+823
+8% +$30.4K 0.11% 72
2022
Q3 		$376K Sell
10,449
-500
-5% -$20.9K 0.1% 77
2022
Q2 		$447K Sell
10,949
-199
-2% -$8.88K 0.11% 72
2022
Q1 		$539K Hold
11,148
– – 0.12% 72
2021
Q4 		$578K Buy
11,148
+147
+1% +$7.07K 0.12% 71
2021
Q3 		$489K Buy
11,001
+51
+0.5% +$2.37K 0.11% 75
2021
Q2 		$485K Sell
10,950
-775
-7% -$33.2K 0.11% 72
2021
Q1 		$463K Buy
11,725
+367
+3% +$13.8K 0.11% 73
2020
Q4 		$415K Buy
11,358
+403
+4% +$14.6K 0.11% 71
2020
Q3 		$386K Sell
10,955
-594
-5% -$21.2K 0.11% 68
2020
Q2 		$402K Buy
11,549
+6,045
+110% +$204K 0.12% 66
2020
Q1 		$171K Buy
+5,504
New +$206K 0.06% 84

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

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

Cranbrook Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 3,770 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #134.

Cranbrook Wealth Management first reported a position in XLRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $578K in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Cranbrook Wealth Management held 3,770 shares of State Street Real Estate Select Sector SPDR ETF worth $166K as of Q2 2026.
  • Cranbrook Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Cranbrook Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Cranbrook Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • Cranbrook Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $578K in Q4 2021.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.