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

Gateway Wealth Partners’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	–	Sell	-7,070	Closed	-$289K	–	958
2026 Q1	$289K	Sell	7,070 -2,792	-28%	-$117K	0.01%	777
2025 Q4	$398K	Sell	9,862 -1,984	-17%	-$81.6K	0.04%	307
2025 Q3	$499K	Buy	11,846 +382	+3%	+$16K	0.07%	247
2025 Q2	$475K	Buy	+11,464	New	+$471K	0.09%	204
2023 Q4	–	Sell	-6,027	Closed	-$205K	–	293
2023 Q3	$205K	Buy	6,027 +163	+3%	+$6.03K	0.04%	250
2023 Q2	$221K	Sell	5,864 -246	-4%	-$9.07K	0.04%	221
2023 Q1	$228K	Sell	6,110 -848	-12%	-$32.6K	0.04%	197
2022 Q4	$257K	Buy	+6,958	New	+$257K	0.04%	159

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

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

Gateway Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 7,070 shares — an estimated $289K sold.

Gateway Wealth Partners first reported a position in XLRE in Q4 2022 and held it in 8 quarters. The position peaked at $499K in Q3 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Gateway Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 7,070 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $289K.
Gateway Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Gateway Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $499K in Q3 2025.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.