GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gerber Kawasaki Wealth & 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 		$24.6M Sell
558,459
-23,231
-4% -$1.02M 0.66% 39
2026
Q1 		$23.8M Buy
581,690
+61,428
+12% +$2.57M 0.76% 36
2025
Q4 		$21M Buy
520,262
+24,359
+5% +$1M 0.73% 33
2025
Q3 		$20.9M Buy
495,903
+62,426
+14% +$2.61M 0.72% 35
2025
Q2 		$18M Buy
433,477
+8,450
+2% +$347K 0.69% 36
2025
Q1 		$17.8M Buy
425,027
+37,055
+10% +$1.54M 0.8% 32
2024
Q4 		$15.8M Buy
387,972
+20,256
+6% +$876K 0.69% 35
2024
Q3 		$16.4M Buy
367,716
+330,722
+894% +$13.9M 0.76% 33
2024
Q2 		$1.42M Buy
36,994
+19,411
+110% +$731K 0.07% 115
2024
Q1 		$695K Sell
17,583
-4,871
-22% -$189K 0.04% 150
2023
Q4 		$900K Sell
22,454
-41,424
-65% -$1.49M 0.05% 135
2023
Q3 		$2.18M Sell
63,878
-230,761
-78% -$8.54M 0.15% 90
2023
Q2 		$11.1M Buy
294,639
+22,553
+8% +$832K 0.75% 33
2023
Q1 		$10.2M Buy
272,086
+3,128
+1% +$120K 0.8% 35
2022
Q4 		$9.93M Buy
268,958
+19,152
+8% +$707K 0.88% 35
2022
Q3 		$8.99M Buy
249,806
+345
+0.1% +$14.5K 0.84% 37
2022
Q2 		$10.1M Buy
249,461
+9,625
+4% +$429K 0.96% 28
2022
Q1 		$11.6M Buy
239,836
+26,916
+13% +$1.26M 0.95% 30
2021
Q4 		$11M Buy
212,920
+28,763
+16% +$1.38M 0.88% 32
2021
Q3 		$8.2M Buy
+184,157
New +$8.56M 1.06% 23

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

Gerber Kawasaki Wealth & Investment Management's XLRE Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4% in Q2 2026, selling an estimated $1.02M and leaving 558,459 shares worth $24.6M. The position accounts for 0.66% of the portfolio, ranked #39.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLRE in Q3 2021 and has held it in 20 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 558,459 shares of State Street Real Estate Select Sector SPDR ETF worth $24.6M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 23,231 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.02M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.66% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #39 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.