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Innova Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Innova Wealth Partners’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 		$293K Buy
6,653
+136
+2% +$5.98K 0.12% 137
2026
Q1 		$266K Buy
6,517
+390
+6% +$16.3K 0.13% 129
2025
Q4 		$247K Buy
6,127
+414
+7% +$17K 0.12% 121
2025
Q3 		$241K Buy
+5,713
New +$239K 0.13% 110
2024
Q4 		– Sell
-8,471
Closed -$378K – 152
2024
Q3 		$378K Buy
+8,471
New +$357K 0.31% 53

Other funds holding XLRE

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MAWA
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PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
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DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Innova Wealth Partners's XLRE Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.1% in Q2 2026, buying an estimated $5.98K and bringing the position to 6,653 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #137.

Innova Wealth Partners first reported a position in XLRE in Q3 2024 and has held it in 5 quarters since. The position peaked at $378K in Q3 2024. 369 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Innova Wealth Partners held 6,653 shares of State Street Real Estate Select Sector SPDR ETF worth $293K as of Q2 2026.
  • Innova Wealth Partners bought 136 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.98K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.12% of Innova Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Innova Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
  • Innova Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $378K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.