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

KFG 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	$223K	Sell	5,076 -198	-4%	-$8.71K	0.03%	210
2026 Q1	$215K	Sell	5,274 -162,825	-97%	-$6.82M	0.03%	207
2025 Q4	$6.78M	Buy	168,099 +20,397	+14%	+$839K	0.91%	20
2025 Q3	$6.22M	Buy	147,702 +18,019	+14%	+$754K	0.9%	18
2025 Q2	$5.37M	Buy	129,683 +10,148	+8%	+$417K	0.86%	25
2025 Q1	$5M	Buy	119,535 +11,521	+11%	+$480K	0.91%	22
2024 Q4	$4.39M	Buy	108,014 +25,319	+31%	+$1.1M	0.82%	25
2024 Q3	$3.69M	Buy	+82,695	New	+$3.48M	0.8%	28

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

KFG Wealth Management's XLRE Position: Q2 2026 in Review

KFG Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.8% in Q2 2026, selling an estimated $8.71K and leaving 5,076 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #210.

KFG Wealth Management first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.78M in Q4 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

KFG Wealth Management held 5,076 shares of State Street Real Estate Select Sector SPDR ETF worth $223K as of Q2 2026.
KFG Wealth Management sold 198 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $8.71K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #210 holding.
KFG Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
KFG Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6.78M in Q4 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.