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H&H Retirement Design & Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

H&H Retirement Design & 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 		$1.43M Buy
31,102
+1,139
+4% +$50.1K 0.65% 32
2026
Q1 		$1.33M Buy
29,963
+337
+1% +$14.1K 0.62% 38
2025
Q4 		$1.21M Buy
29,626
+2,463
+9% +$101K 0.62% 38
2025
Q3 		$1.12M Sell
27,163
-620
-2% -$25.9K 0.59% 39
2025
Q2 		$1.17M Buy
27,783
+2,056
+8% +$84.4K 0.64% 34
2025
Q1 		$1.02M Sell
25,727
-83
-0.3% -$3.46K 0.68% 30
2024
Q4 		$1.09M Buy
25,810
+649
+3% +$28.1K 0.66% 33
2024
Q3 		$1.11M Buy
25,161
+863
+4% +$36.4K 0.66% 37
2024
Q2 		$994K Buy
24,298
+625
+3% +$23.5K 0.61% 39
2024
Q1 		$856K Sell
23,673
-2,463
-9% -$95.8K 0.57% 42
2023
Q4 		$1M Buy
+26,136
New +$939K 0.63% 33

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

H&H Retirement Design & Management's XLRE Position: Q2 2026 in Review

H&H Retirement Design & Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.8% in Q2 2026, buying an estimated $50.1K and bringing the position to 31,102 shares worth $1.43M. The position accounts for 0.65% of the portfolio, ranked #32.

H&H Retirement Design & Management first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • H&H Retirement Design & Management held 31,102 shares of State Street Real Estate Select Sector SPDR ETF worth $1.43M as of Q2 2026.
  • H&H Retirement Design & Management bought 1,139 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $50.1K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.65% of H&H Retirement Design & Management's portfolio in Q2 2026, its #32 holding.
  • H&H Retirement Design & Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.