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 Q3	$102K	Hold	2,487	–	–	0.02%	201
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 $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Flagship Wealth Advisors's XLRE Position: Q3 2026 in Review

Flagship Wealth Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2026 at 2,487 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #201.

Flagship Wealth Advisors first reported a position in XLRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $196K in Q4 2024. 474 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Flagship Wealth Advisors held 2,487 shares of State Street Real Estate Select Sector SPDR ETF worth $102K as of Q3 2026.
Flagship Wealth Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #201 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 8 quarters since.
Flagship Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $196K in Q4 2024.
474 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.