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

Family 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	$616	Hold	14	–	–	﹤0.01%	324
2026 Q1	$572	Hold	14	–	–	﹤0.01%	305
2025 Q4	$565	Hold	14	–	–	﹤0.01%	284
2025 Q3	$590	Hold	14	–	–	﹤0.01%	259
2025 Q2	$580	Hold	14	–	–	﹤0.01%	230
2025 Q1	$586	Hold	14	–	–	﹤0.01%	216
2024 Q4	$569	Buy	+14	New	+$606	﹤0.01%	197
2023 Q1	–	Sell	-239	Closed	-$8.83K	–	186
2022 Q4	$8.83K	Buy	+239	New	+$8.82K	﹤0.01%	168

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

Family Management's XLRE Position: Q2 2026 in Review

Family Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 14 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Family Management first reported a position in XLRE in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.83K in Q4 2022. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Family Management held 14 shares of State Street Real Estate Select Sector SPDR ETF worth $616 as of Q2 2026.
Family 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 Family Management's portfolio in Q2 2026, its #324 holding.
Family Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Family Management's State Street Real Estate Select Sector SPDR ETF position peaked at $8.83K in Q4 2022.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.