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

Flagship Wealth Advisors’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	$110K	Buy	2,487 +136	+6%	+$5.98K	0.02%	194
2026 Q1	$97.4K	Sell	2,351 -136	-5%	-$5.7K	0.04%	146
2025 Q4	$100K	Hold	2,487	–	–	0.03%	166
2025 Q3	$105K	Buy	2,487 +136	+6%	+$5.69K	0.03%	163
2025 Q2	$97.4K	Sell	2,351 -306	-12%	-$12.6K	0.04%	159
2025 Q1	$111K	Sell	2,657 -2,173	-45%	-$90.5K	0.05%	145
2024 Q4	$196K	Buy	+4,830	New	+$209K	0.12%	96

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

Flagship Wealth Advisors's XLRE Position: Q2 2026 in Review

Flagship Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.8% in Q2 2026, buying an estimated $5.98K and bringing the position to 2,487 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #194.

Flagship Wealth Advisors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q4 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Flagship Wealth Advisors held 2,487 shares of State Street Real Estate Select Sector SPDR ETF worth $110K as of Q2 2026.
Flagship Wealth Advisors bought 136 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.98K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Flagship Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $196K in Q4 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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