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

Evermay 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	$33.1K	Hold	751	–	–	﹤0.01%	397
2026 Q1	$30.7K	Buy	751 +16	+2%	+$671	﹤0.01%	350
2025 Q4	$29.7K	Hold	735	–	–	﹤0.01%	354
2025 Q3	$31K	Hold	735	–	–	﹤0.01%	357
2025 Q2	$30.4K	Hold	735	–	–	﹤0.01%	358
2025 Q1	$30.8K	Hold	735	–	–	﹤0.01%	360
2024 Q4	$29.9K	Hold	735	–	–	﹤0.01%	355
2024 Q3	$32.8K	Hold	735	–	–	0.01%	365
2024 Q2	$28.2K	Hold	735	–	–	﹤0.01%	386
2024 Q1	$29.1K	Hold	735	–	–	﹤0.01%	393
2023 Q4	$29.4K	Hold	735	–	–	0.01%	367
2023 Q3	$25K	Hold	735	–	–	0.01%	362
2023 Q2	$27.7K	Hold	735	–	–	0.01%	355
2023 Q1	$27.5K	Hold	735	–	–	0.01%	346
2022 Q4	$27.1K	Hold	735	–	–	0.01%	345
2022 Q3	$26K	Hold	735	–	–	0.01%	326
2022 Q2	$30K	Buy	735 +715	+3,575%	+$31.9K	0.01%	315
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	513
2021 Q4	$1K	Buy	+20	New	+$962	﹤0.01%	500

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

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

Evermay Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 751 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Evermay Wealth Management first reported a position in XLRE in Q4 2021 and has held it in 19 quarters since. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Evermay Wealth Management held 751 shares of State Street Real Estate Select Sector SPDR ETF worth $33.1K as of Q2 2026.
Evermay Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #397 holding.
Evermay Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.