Foguth Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Foguth Wealth Management’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	$9.13M	Buy	201,811 +38,719	+24%	+$1.7M	1.04%	32
2026 Q1	$7.17M	Sell	163,092 -24,128	-13%	-$1.01M	0.84%	37
2025 Q4	$7.56M	Buy	+187,220	New	+$7.7M	1.17%	28
2025 Q2	$5.43M	Buy	131,208 +114,219	+672%	+$4.69M	1.16%	27
2025 Q1	$711K	Sell	16,989 -31,984	-65%	-$1.33M	0.17%	67
2024 Q4	$2.03M	Buy	48,973 +20,566	+72%	+$890K	0.53%	44
2024 Q3	$1.23M	Sell	28,407 -2,305	-8%	-$97.1K	0.45%	48
2024 Q2	$1.18M	Buy	30,712 +16,732	+120%	+$630K	0.52%	40
2024 Q1	$553K	Buy	+13,980	New	+$544K	0.3%	68

Other funds holding XLRE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Foguth Wealth Management's XLRE Position: Q2 2026 in Review

Foguth Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 24% in Q2 2026, buying an estimated $1.7M and bringing the position to 201,811 shares worth $9.13M. The position accounts for 1.04% of the portfolio, ranked #32.

Foguth Wealth Management first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Foguth Wealth Management held 201,811 shares of State Street Real Estate Select Sector SPDR ETF worth $9.13M as of Q2 2026.
Foguth Wealth Management bought 38,719 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.7M.
State Street Real Estate Select Sector SPDR ETF made up 1.04% of Foguth Wealth Management's portfolio in Q2 2026, its #32 holding.
Foguth Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
157 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.