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

Institute for 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	$181K	Buy	+4,121	New	+$181K	0.02%	537
2022 Q2	–	Sell	-4,743	Closed	-$229K	–	562
2022 Q1	$229K	Sell	4,743 -27	-0.6%	-$1.27K	0.04%	487
2021 Q4	$247K	Sell	4,770 -59	-1%	-$2.84K	0.04%	420
2021 Q3	$215K	Hold	4,829	–	–	0.04%	452
2021 Q2	$214K	Buy	+4,829	New	+$207K	0.04%	451
2020 Q4	–	Sell	-11,869	Closed	-$419K	–	458
2020 Q3	$419K	Buy	11,869 +421	+4%	+$15K	0.1%	258
2020 Q2	$399K	Buy	11,448 +1,911	+20%	+$64.6K	0.1%	277
2020 Q1	$296K	Sell	9,537 -3,760	-28%	-$140K	0.09%	280
2019 Q4	$514K	Sell	13,297 -1,054	-7%	-$40.8K	0.12%	245
2019 Q3	$565K	Buy	14,351 +142	+1%	+$5.45K	0.14%	213
2019 Q2	$522K	Buy	14,209 +8,661	+156%	+$316K	0.12%	246
2019 Q1	$201K	Buy	+5,548	New	+$189K	0.04%	415
2017 Q3	–	Sell	-6,784	Closed	-$206K	–	400
2017 Q2	$206K	Buy	+6,784	New	+$217K	0.06%	375

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

Institute for Wealth Management's XLRE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 4,121 shares worth $181K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XLRE as recently as Q1 2022.

Institute for Wealth Management first reported a position in XLRE in Q2 2017 and has held it in 13 quarters since. The position peaked at $565K in Q3 2019. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Institute for Wealth Management held 4,121 shares of State Street Real Estate Select Sector SPDR ETF worth $181K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Institute for Wealth Management position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #537 holding.
Institute for Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and has held it in 13 quarters since.
Institute for Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $565K in Q3 2019.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.