Ignite Planners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ignite Planners’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	$1.35M	Buy	30,564 +147	+0.5%	+$6.46K	0.18%	135
2026 Q1	$1.24M	Sell	30,417 -725	-2%	-$30.4K	0.19%	130
2025 Q4	$1.29M	Sell	31,142 -10,824	-26%	-$445K	0.2%	120
2025 Q3	$1.77M	Sell	41,966 -3,782	-8%	-$158K	0.29%	81
2025 Q2	$1.91M	Buy	45,748 +3,640	+9%	+$149K	0.33%	73
2025 Q1	$1.74M	Sell	42,108 -633	-1%	-$26.4K	0.34%	74
2024 Q4	$1.75M	Buy	42,741 +1,752	+4%	+$75.8K	0.38%	63
2024 Q3	$1.83M	Buy	40,989 +3,955	+11%	+$167K	0.42%	61
2024 Q2	$1.42M	Buy	37,034 +4,817	+15%	+$181K	0.35%	82
2024 Q1	$1.25M	Buy	32,217 +7,919	+33%	+$308K	0.35%	79
2023 Q4	$982K	Buy	24,298 +7,733	+47%	+$278K	0.29%	87
2023 Q3	$554K	Buy	+16,565	New	+$613K	0.17%	149

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

Ignite Planners's XLRE Position: Q2 2026 in Review

Ignite Planners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.48% in Q2 2026, buying an estimated $6.46K and bringing the position to 30,564 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #135.

Ignite Planners first reported a position in XLRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q2 2025. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Ignite Planners held 30,564 shares of State Street Real Estate Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Ignite Planners bought 147 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.46K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Ignite Planners's portfolio in Q2 2026, its #135 holding.
Ignite Planners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Ignite Planners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.91M in Q2 2025.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.