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

Horizon 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 		$5.17M Buy
+117,343
New +$5.16M 0.66% 31

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

Horizon Wealth Management's XLRE Position: Q2 2026 in Review

Horizon Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 117,343 shares worth $5.17M. The stake represents 0.66% of the portfolio and ranks #31 among its holdings.

798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Horizon Wealth Management held 117,343 shares of State Street Real Estate Select Sector SPDR ETF worth $5.17M as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Horizon Wealth Management position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.66% of Horizon Wealth Management's portfolio in Q2 2026, its #31 holding.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.