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

EP Wealth 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 		$5.59M Sell
127,070
-1,356
-1% -$59.6K 0.02% 365
2026
Q1 		$5.24M Buy
128,426
+70,162
+120% +$2.94M 0.03% 303
2025
Q4 		$2.35M Buy
+58,264
New +$2.4M 0.01% 408
2025
Q2 		$4.63M Buy
111,809
+47,474
+74% +$1.95M 0.03% 276
2025
Q1 		$2.69M Sell
64,335
-12,176
-16% -$507K 0.02% 316
2024
Q4 		$3.11M Buy
76,511
+24,706
+48% +$1.07M 0.03% 281
2024
Q3 		$2.31M Buy
51,805
+707
+1% +$29.8K 0.02% 330
2024
Q2 		$1.96M Buy
51,098
+1,955
+4% +$73.6K 0.02% 286
2024
Q1 		$1.94M Sell
49,143
-2,742
-5% -$107K 0.02% 271
2023
Q4 		$2.08M Sell
51,885
-9,714
-16% -$349K 0.03% 252
2023
Q3 		$2.1M Buy
61,599
+61,539
+102,565% +$2.28M 0.03% 232
2023
Q2 		$1.68M Sell
60
-443,636
-100% -$16.4M 0.02% 267
2023
Q1 		$33.1M Buy
443,696
+430,292
+3,210% +$16.5M 0.57% 42
2022
Q4 		$495K Buy
+13,404
New +$495K 0.01% 379
2022
Q3 		– Sell
-2,514
Closed -$103K – 659
2022
Q2 		$103K Sell
2,514
-3,513
-58% -$157K ﹤0.01% 633
2022
Q1 		$291K Buy
+6,027
New +$283K 0.01% 496
2021
Q1 		– Sell
-4,402
Closed -$161K – 527
2020
Q4 		$161K Buy
+4,402
New +$160K 0.01% 424

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

EP Wealth Advisors's XLRE Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q2 2026, selling an estimated $59.6K and leaving 127,070 shares worth $5.59M. The position accounts for 0.02% of the portfolio, ranked #365.

EP Wealth Advisors first reported a position in XLRE in Q4 2020 and has held it in 17 quarters since. The position peaked at $33.1M in Q1 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • EP Wealth Advisors held 127,070 shares of State Street Real Estate Select Sector SPDR ETF worth $5.59M as of Q2 2026.
  • EP Wealth Advisors sold 1,356 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $59.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #365 holding.
  • EP Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
  • EP Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $33.1M in Q1 2023.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.