BFC Planning, Inc.’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

BFC Planning, Inc.’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	$138K	Buy	3,384 +711	+27%	+$31.4K	0.01%	1092
2026 Q2	$118K	Buy	2,673 +669	+33%	+$29.4K	﹤0.01%	1165
2026 Q1	$81.8K	Sell	2,004 -436	-18%	-$18.3K	﹤0.01%	1174
2025 Q4	$98.4K	Buy	2,440 +177	+8%	+$7.28K	﹤0.01%	1119
2025 Q3	$95.3K	Sell	2,263 -391	-15%	-$16.4K	0.01%	944
2025 Q2	$110K	Sell	2,654 -2,317	-47%	-$95.1K	0.01%	850
2025 Q1	$208K	Buy	4,971 +30	+0.6%	+$1.25K	0.02%	591
2024 Q4	$201K	Buy	4,941 +2,097	+74%	+$90.7K	0.02%	613
2024 Q3	$127K	Buy	+2,844	New	+$120K	0.01%	780

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

BFC Planning, Inc.'s XLRE Position: Q3 2026 in Review

BFC Planning, Inc. increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 27% in Q3 2026, buying an estimated $31.4K and bringing the position to 3,384 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #1092.

BFC Planning, Inc. first reported a position in XLRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $208K in Q1 2025. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

BFC Planning, Inc. held 3,384 shares of State Street Real Estate Select Sector SPDR ETF worth $138K as of Q3 2026.
BFC Planning, Inc. bought 711 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $31.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1092 holding.
BFC Planning, Inc. first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s State Street Real Estate Select Sector SPDR ETF position peaked at $208K in Q1 2025.
668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.