Johnson Financial Group Inc (Wisconsin)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$7.44K	Buy	169 +3	+2%	+$132	﹤0.01%	656
2026 Q1	$6.78K	Buy	+166	New	+$6.96K	﹤0.01%	671
2025 Q4	–	Sell	-636	Closed	-$26.8K	–	1123
2025 Q3	$26.8K	Hold	636	–	–	﹤0.01%	686
2025 Q2	$26.3K	Sell	636 -3,583	-85%	-$147K	﹤0.01%	517
2025 Q1	$177K	Buy	+4,219	New	+$176K	0.01%	376
2024 Q4	–	Sell	-5,769	Closed	-$258K	–	1002
2024 Q3	$258K	Sell	5,769 -76	-1%	-$3.2K	0.01%	316
2024 Q2	$225K	Sell	5,845 -417	-7%	-$15.7K	0.01%	304
2024 Q1	$248K	Sell	6,262 -438	-7%	-$17K	0.01%	276
2023 Q4	$268K	Buy	+6,700	New	+$241K	0.01%	262

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

Johnson Financial Group Inc (Wisconsin)'s XLRE Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.8% in Q2 2026, buying an estimated $132 and bringing the position to 169 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Johnson Financial Group Inc (Wisconsin) first reported a position in XLRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $268K in Q4 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 169 shares of State Street Real Estate Select Sector SPDR ETF worth $7.44K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 3 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $132.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #656 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street Real Estate Select Sector SPDR ETF position peaked at $268K in Q4 2023.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.