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Founders Financial Alliance’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Founders Financial Alliance’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 		$6.87K Hold
156
– – ﹤0.01% 712
2026
Q1 		$6.37K Buy
156
+56
+56% +$2.35K ﹤0.01% 667
2025
Q4 		$4.04K Sell
100
-3,379
-97% -$139K ﹤0.01% 559
2025
Q3 		$147K Buy
3,479
+3,379
+3,379% +$141K 0.03% 402
2025
Q2 		$4.14K Sell
100
-3,378
-97% -$139K ﹤0.01% 504
2025
Q1 		$146K Buy
3,478
+3,323
+2,144% +$138K 0.04% 362
2024
Q4 		$6.3K Hold
155
– – ﹤0.01% 508
2024
Q3 		$6.92K Hold
155
– – ﹤0.01% 513
2024
Q2 		$5.94K Sell
155
-38
-20% -$1.43K ﹤0.01% 503
2024
Q1 		$7.65K Buy
193
+39
+25% +$1.52K ﹤0.01% 493
2023
Q4 		$6.18K Hold
154
– – ﹤0.01% 457
2023
Q3 		$5.25K Hold
154
– – ﹤0.01% 443
2023
Q2 		$5.8K Hold
154
– – ﹤0.01% 465
2023
Q1 		$5.74K Hold
154
– – ﹤0.01% 420
2022
Q4 		$5.67K Buy
154
+1
+0.7% +$37 ﹤0.01% 442
2022
Q3 		$6K Sell
153
-55
-26% -$2.3K ﹤0.01% 438
2022
Q2 		$8K Buy
208
+44
+27% +$1.96K ﹤0.01% 449
2022
Q1 		$8K Hold
164
– – ﹤0.01% 404
2021
Q4 		$8K Hold
164
– – ﹤0.01% 443
2021
Q3 		$7K Sell
164
-100
-38% -$4.65K ﹤0.01% 418
2021
Q2 		$11K Buy
264
+1
+0.4% +$43 0.01% 415
2021
Q1 		$10K Sell
263
-49
-16% -$1.84K ﹤0.01% 407
2020
Q4 		$11K Buy
312
+187
+150% +$6.78K 0.01% 362
2020
Q3 		$4K Buy
+125
New +$4.46K ﹤0.01% 1093

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

Founders Financial Alliance's XLRE Position: Q2 2026 in Review

Founders Financial Alliance held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 156 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Founders Financial Alliance first reported a position in XLRE in Q3 2020 and has held it in 24 quarters since. The position peaked at $147K in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Founders Financial Alliance held 156 shares of State Street Real Estate Select Sector SPDR ETF worth $6.87K as of Q2 2026.
  • Founders Financial Alliance left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #712 holding.
  • Founders Financial Alliance first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's State Street Real Estate Select Sector SPDR ETF position peaked at $147K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.