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

Diversify 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	$404K	Buy	8,820 +133	+2%	+$5.85K	0.01%	942
2026 Q1	$379K	Buy	+8,687	New	+$364K	0.01%	889

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

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

Diversify Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q2 2026, buying an estimated $5.85K and bringing the position to 8,820 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #942.

Diversify Wealth Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Diversify Wealth Management held 8,820 shares of State Street Real Estate Select Sector SPDR ETF worth $404K as of Q2 2026.
Diversify Wealth Management bought 133 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.85K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #942 holding.
Diversify Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.