CWC Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CWC Advisors’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	$425K	Buy	9,651 +232	+2%	+$10.2K	0.19%	110
2026 Q1	$385K	Buy	9,419 +1,229	+15%	+$51.5K	0.18%	108
2025 Q4	$330K	Buy	8,190 +1,095	+15%	+$45.1K	0.16%	120
2025 Q3	$299K	Buy	7,095 +834	+13%	+$34.9K	0.15%	124
2025 Q2	$259K	Buy	6,261 +885	+16%	+$36.3K	0.13%	128
2025 Q1	$225K	Buy	+5,376	New	+$224K	0.13%	129

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

CWC Advisors's XLRE Position: Q2 2026 in Review

CWC Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.5% in Q2 2026, buying an estimated $10.2K and bringing the position to 9,651 shares worth $425K. The position accounts for 0.19% of the portfolio, ranked #110.

CWC Advisors first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

CWC Advisors held 9,651 shares of State Street Real Estate Select Sector SPDR ETF worth $425K as of Q2 2026.
CWC Advisors bought 232 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $10.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.19% of CWC Advisors's portfolio in Q2 2026, its #110 holding.
CWC Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.