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

Fairway 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	$666K	Buy	15,137 +302	+2%	+$13.3K	0.15%	42
2026 Q1	$606K	Buy	14,835 +48	+0.3%	+$2.01K	0.16%	42
2025 Q4	$597K	Buy	14,787 +75	+0.5%	+$3.09K	0.16%	41
2025 Q3	$620K	Buy	14,712 +7	+0%	+$293	0.17%	37
2025 Q2	$609K	Buy	14,705 +3,108	+27%	+$128K	0.19%	37
2025 Q1	$485K	Buy	11,597 +73	+0.6%	+$3.04K	0.18%	37
2024 Q4	$469K	Sell	11,524 -1,327	-10%	-$57.4K	0.21%	40
2024 Q3	$574K	Sell	12,851 -7,912	-38%	-$333K	0.29%	33
2024 Q2	$798K	Buy	20,763 +236	+1%	+$8.89K	0.47%	29
2024 Q1	$811K	Buy	20,527 +847	+4%	+$32.9K	0.55%	29
2023 Q4	$788K	Buy	+19,680	New	+$707K	0.6%	28

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

Fairway Wealth's XLRE Position: Q2 2026 in Review

Fairway Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2% in Q2 2026, buying an estimated $13.3K and bringing the position to 15,137 shares worth $666K. The position accounts for 0.15% of the portfolio, ranked #42.

Fairway Wealth first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $811K in Q1 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Fairway Wealth held 15,137 shares of State Street Real Estate Select Sector SPDR ETF worth $666K as of Q2 2026.
Fairway Wealth bought 302 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Fairway Wealth's portfolio in Q2 2026, its #42 holding.
Fairway Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Fairway Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $811K in Q1 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.