Focus Partners Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Focus Partners Wealth’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	$2.93M	Buy	66,615 +22,343	+50%	+$982K	﹤0.01%	1184
2026 Q1	$1.81M	Sell	44,272 -8,555	-16%	-$359K	﹤0.01%	1356
2025 Q4	$2.13M	Buy	52,827 +32,621	+161%	+$1.34M	﹤0.01%	1296
2025 Q3	$851K	Sell	20,206 -4,215	-17%	-$176K	﹤0.01%	1355
2025 Q2	$1.01M	Sell	24,421 -119,153	-83%	-$4.89M	﹤0.01%	1135
2025 Q1	$6.01M	Buy	143,574 +117,767	+456%	+$4.91M	0.02%	582
2024 Q4	$1.05M	Buy	25,807 +12,381	+92%	+$536K	﹤0.01%	1046
2024 Q3	$600K	Buy	+13,426	New	+$566K	﹤0.01%	1092

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

Focus Partners Wealth's XLRE Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 50% in Q2 2026, buying an estimated $982K and bringing the position to 66,615 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Focus Partners Wealth first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.01M in Q1 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Focus Partners Wealth held 66,615 shares of State Street Real Estate Select Sector SPDR ETF worth $2.93M as of Q2 2026.
Focus Partners Wealth bought 22,343 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $982K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1184 holding.
Focus Partners Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $6.01M in Q1 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.