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Guardian Wealth Advisors (North Carolina)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-89
Closed -$3.64K – 616
2026
Q1 		$3.64K Buy
+89
New +$3.73K ﹤0.01% 576
2025
Q3 		– Sell
-78
Closed -$3.23K – 564
2025
Q2 		$3.23K Buy
78
+1
+1% +$41 ﹤0.01% 519
2025
Q1 		$3.23K Buy
77
+3
+4% +$125 ﹤0.01% 495
2024
Q4 		$3K Buy
74
+3
+4% +$130 ﹤0.01% 480
2024
Q3 		$3.17K Buy
71
+2
+3% +$84 ﹤0.01% 420
2024
Q2 		$2.63K Sell
69
-19
-22% -$716 ﹤0.01% 408
2024
Q1 		$3.49K Buy
88
+53
+151% +$2.06K ﹤0.01% 416
2023
Q4 		$1.41K Hold
35
– – ﹤0.01% 417
2023
Q3 		$1.2K Buy
35
+3
+9% +$111 ﹤0.01% 398
2023
Q2 		$1.21K Buy
32
+2
+7% +$74 ﹤0.01% 396
2023
Q1 		$1.12K Sell
30
-212
-88% -$8.14K ﹤0.01% 390
2022
Q4 		$8.94K Buy
242
+27
+13% +$997 ﹤0.01% 319
2022
Q3 		$8K Hold
215
– – ﹤0.01% 296
2022
Q2 		$9K Sell
215
-209
-49% -$9.32K ﹤0.01% 295
2022
Q1 		$20K Buy
424
+209
+97% +$9.8K 0.01% 206
2021
Q4 		$11K Buy
+215
New +$10.3K ﹤0.01% 202

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

Guardian Wealth Advisors (North Carolina)'s XLRE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 89 shares — an estimated $3.64K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLRE in Q4 2021 and held it in 16 quarters. The position peaked at $20K in Q1 2022. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 89 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $3.64K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q1 2022.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.