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

Creative Planning’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	$19.6K	Buy	+7,000	New	+$308K	﹤0.01%	4192
2023 Q3	–	Sell	-300	Closed	-$945	–	3059
2023 Q2	$945	Buy	+300	New	+$11.1K	﹤0.01%	2615

Other funds holding XLRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Creative Planning's XLRE Position: Q2 2026 in Review

Creative Planning increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8% in Q2 2026, buying an estimated $168M and bringing the position to 51,785,146 shares worth $2.28B. The position accounts for 1.33% of the portfolio, ranked #18.

Creative Planning first reported a position in XLRE in Q3 2016 and has held it in 40 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Creative Planning held 51,785,146 shares of State Street Real Estate Select Sector SPDR ETF worth $2.28B as of Q2 2026.
Creative Planning bought 3,823,420 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $168M.
State Street Real Estate Select Sector SPDR ETF made up 1.33% of Creative Planning's portfolio in Q2 2026, its #18 holding.
Creative Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.