Financial Consulate’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Financial Consulate’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	$3.3K	Hold	75	–	–	﹤0.01%	929
2026 Q1	$3.06K	Hold	75	–	–	﹤0.01%	894
2025 Q4	$3.03K	Hold	75	–	–	﹤0.01%	828
2025 Q3	$3.16K	Buy	+75	New	+$3.14K	﹤0.01%	730

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

Financial Consulate's XLRE Position: Q2 2026 in Review

Financial Consulate held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 75 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Financial Consulate first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Financial Consulate held 75 shares of State Street Real Estate Select Sector SPDR ETF worth $3.3K as of Q2 2026.
Financial Consulate 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 Financial Consulate's portfolio in Q2 2026, its #929 holding.
Financial Consulate first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.