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XLRE icon

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

CreativeOne Wealth’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 		$3.87M Buy
87,895
+59,618
+211% +$2.62M 0.08% 227
2026
Q1 		$1.15M Sell
28,277
-25,749
-48% -$1.08M 0.03% 523
2025
Q4 		$2.18M Buy
54,026
+2,256
+4% +$92.8K 0.05% 319
2025
Q3 		$2.18M Buy
51,770
+1,454
+3% +$60.8K 0.05% 316
2025
Q2 		$2.08M Sell
50,316
-22,552
-31% -$926K 0.05% 336
2025
Q1 		$3.05M Buy
72,868
+16,712
+30% +$696K 0.09% 211
2024
Q4 		$2.28M Buy
56,156
+12,280
+28% +$531K 0.07% 259
2024
Q3 		$1.96M Buy
43,876
+7,260
+20% +$306K 0.07% 272
2024
Q2 		$1.41M Sell
36,616
-8,887
-20% -$335K 0.07% 250
2024
Q1 		$1.8M Buy
45,503
+25,885
+132% +$1.01M 0.07% 247
2023
Q4 		$786K Buy
19,618
+12,864
+190% +$462K 0.05% 287
2023
Q3 		$230K Sell
6,754
-26,221
-80% -$970K 0.02% 503
2023
Q2 		$1.24M Buy
32,975
+2,784
+9% +$103K 0.06% 290
2023
Q1 		$1.13M Buy
30,191
+6,732
+29% +$259K 0.06% 283
2022
Q4 		$866K Buy
23,459
+1,898
+9% +$70.1K 0.05% 310
2022
Q3 		$776K Buy
21,561
+10,541
+96% +$442K 0.05% 309
2022
Q2 		$450K Buy
+11,020
New +$491K 0.02% 446
2021
Q4 		– Sell
-7,159
Closed -$318K – 802
2021
Q3 		$318K Buy
7,159
+109
+2% +$5.07K 0.02% 534
2021
Q2 		$313K Buy
7,050
+24
+0.3% +$1.03K 0.02% 523
2021
Q1 		$277K Buy
+7,026
New +$264K 0.02% 468

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

CreativeOne Wealth's XLRE Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 211% in Q2 2026, buying an estimated $2.62M and bringing the position to 87,895 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #227.

CreativeOne Wealth first reported a position in XLRE in Q1 2021 and has held it in 20 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • CreativeOne Wealth held 87,895 shares of State Street Real Estate Select Sector SPDR ETF worth $3.87M as of Q2 2026.
  • CreativeOne Wealth bought 59,618 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.62M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #227 holding.
  • CreativeOne Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.