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

Curio 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 		– Sell
-57
Closed -$2.33K – 1185
2026
Q1 		$2.33K Sell
57
-105
-65% -$4.4K ﹤0.01% 309
2025
Q4 		$6.55K Buy
+162
New +$6.67K ﹤0.01% 280

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

Curio Wealth's XLRE Position: Q2 2026 in Review

Curio Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 57 shares — an estimated $2.33K sold.

Curio Wealth first reported a position in XLRE in Q4 2025 and held it in 2 quarters. The position peaked at $6.55K in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Curio Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 57 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.33K.
  • Curio Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $6.55K in Q4 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.