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

Financial Freedom LLC’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 		– Sell
-2,053
Closed -$83.8K – 407
2026
Q1 		$83.8K Buy
2,053
+8
+0.4% +$335 0.04% 147
2025
Q4 		$82.5K Buy
2,045
+14
+0.7% +$576 0.04% 150
2025
Q3 		$85.6K Sell
2,031
-74
-4% -$3.1K 0.04% 147
2025
Q2 		$87.2K Buy
2,105
+11
+0.5% +$452 0.05% 142
2025
Q1 		$87.6K Buy
2,094
+8
+0.4% +$333 0.05% 140
2024
Q4 		$84.8K Sell
2,086
-9,247
-82% -$400K 0.04% 136
2024
Q3 		$506K Sell
11,333
-958
-8% -$40.4K 0.27% 60
2024
Q2 		$472K Sell
12,291
-3,159
-20% -$119K 0.27% 58
2024
Q1 		$611K Sell
15,450
-18,740
-55% -$729K 0.36% 50
2023
Q4 		$1.37M Sell
34,190
-71,390
-68% -$2.56M 0.87% 27
2023
Q3 		$3.6M Sell
105,580
-26,041
-20% -$964K 2.55% 9
2023
Q2 		$4.96M Buy
131,621
+16,705
+15% +$616K 3.48% 7
2023
Q1 		$4.3M Buy
114,916
+9,875
+9% +$379K 3.13% 9
2022
Q4 		$3.88M Buy
+105,041
New +$3.88M 2.61% 10

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

Financial Freedom LLC's XLRE Position: Q2 2026 in Review

Financial Freedom LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 2,053 shares — an estimated $83.8K sold.

Financial Freedom LLC first reported a position in XLRE in Q4 2022 and held it in 14 quarters. The position peaked at $4.96M in Q2 2023. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Financial Freedom LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 2,053 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $83.8K.
  • Financial Freedom LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $4.96M in Q2 2023.
  • 802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.