KFG
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Kingdom Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kingdom Financial Group’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 		$6.15K Buy
+140
New +$6.16K ﹤0.01% 515
2026
Q1 		– Sell
-740
Closed -$29.9K – 932
2025
Q4 		$29.9K Buy
+740
New +$30.5K 0.01% 306

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingdom Financial Group's XLRE Position: Q2 2026 in Review

Kingdom Financial Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 140 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in XLRE as recently as Q4 2025.

Kingdom Financial Group first reported a position in XLRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.9K in Q4 2025. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Kingdom Financial Group held 140 shares of State Street Real Estate Select Sector SPDR ETF worth $6.15K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Kingdom Financial Group position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #515 holding.
  • Kingdom Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $29.9K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.