Golden State Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Golden State Wealth 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	$86.1K	Buy	1,954 +2	+0.1%	+$88	0.01%	607
2026 Q1	$79.7K	Sell	1,952 -3,325	-63%	-$139K	0.01%	568
2025 Q4	$213K	Buy	5,277 +345	+7%	+$14.2K	0.02%	383
2025 Q3	$208K	Sell	4,932 -845	-15%	-$35.3K	0.02%	374
2025 Q2	$239K	Sell	5,777 -180	-3%	-$7.39K	0.03%	337
2025 Q1	$249K	Sell	5,957 -2,718	-31%	-$113K	0.04%	311
2024 Q4	$353K	Buy	+8,675	New	+$375K	0.05%	252
2022 Q1	$841K	Buy	+17,411	New	+$816K	0.16%	123
2020 Q2	–	Sell	-139	Closed	-$4K	–	940
2020 Q1	$4K	Buy	+139	New	+$5.19K	﹤0.01%	795
2019 Q4	–	Sell	-164	Closed	-$6K	–	990
2019 Q3	$6K	Sell	164 -26	-14%	-$998	﹤0.01%	843
2019 Q2	$6K	Buy	190 +2	+1%	+$73	﹤0.01%	856
2019 Q1	$7K	Buy	+188	New	+$6.41K	﹤0.01%	854

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

Golden State Wealth Management's XLRE Position: Q2 2026 in Review

Golden State Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.1% in Q2 2026, buying an estimated $88 and bringing the position to 1,954 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #607.

Golden State Wealth Management first reported a position in XLRE in Q1 2019 and has held it in 12 quarters since. The position peaked at $841K in Q1 2022. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Golden State Wealth Management held 1,954 shares of State Street Real Estate Select Sector SPDR ETF worth $86.1K as of Q2 2026.
Golden State Wealth Management bought 2 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $88.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #607 holding.
Golden State Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $841K in Q1 2022.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.