Independence Wealth Advisors (Ohio)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Independence Wealth Advisors (Ohio)’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	$627K	Sell	14,244 -328	-2%	-$14.4K	0.31%	43
2026 Q1	$595K	Sell	14,572 -1,609	-10%	-$67.4K	0.32%	43
2025 Q4	$653K	Buy	+16,181	New	+$666K	0.37%	41

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

Independence Wealth Advisors (Ohio)'s XLRE Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q2 2026, selling an estimated $14.4K and leaving 14,244 shares worth $627K. The position accounts for 0.31% of the portfolio, ranked #43.

Independence Wealth Advisors (Ohio) first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q4 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Independence Wealth Advisors (Ohio) held 14,244 shares of State Street Real Estate Select Sector SPDR ETF worth $627K as of Q2 2026.
Independence Wealth Advisors (Ohio) sold 328 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $14.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.31% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #43 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Independence Wealth Advisors (Ohio)'s State Street Real Estate Select Sector SPDR ETF position peaked at $653K in Q4 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.