FWL Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

FWL Investment 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	$1.15K	Buy	+26	New	+$1.14K	﹤0.01%	463
2025 Q4	–	Sell	-648	Closed	-$27.3K	–	398
2025 Q3	$27.3K	Hold	648	–	–	0.01%	183
2025 Q2	$26.8K	Hold	648	–	–	0.01%	187
2025 Q1	$27.1K	Hold	648	–	–	0.01%	174
2024 Q4	$26.4K	Buy	+648	New	+$28K	0.01%	188

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

FWL Investment Management's XLRE Position: Q2 2026 in Review

FWL Investment Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 26 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in XLRE as recently as Q3 2025.

FWL Investment Management first reported a position in XLRE in Q4 2024 and has held it in 5 quarters since. The position peaked at $27.3K in Q3 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

FWL Investment Management held 26 shares of State Street Real Estate Select Sector SPDR ETF worth $1.15K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new FWL Investment Management position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #463 holding.
FWL Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
FWL Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $27.3K in Q3 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.