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

Kingsview 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 		$16.4M Sell
373,394
-2,143
-0.6% -$94.2K 0.2% 99
2026
Q1 		$15.3M Sell
375,537
-769,675
-67% -$32.3M 0.21% 93
2025
Q4 		$46.2M Buy
1,145,212
+48,134
+4% +$1.98M 0.67% 33
2025
Q3 		$46.2M Buy
1,097,078
+676,750
+161% +$28.3M 0.71% 30
2025
Q2 		$17.4M Buy
420,328
+68,920
+20% +$2.83M 0.29% 57
2025
Q1 		$14.7M Sell
351,408
-98,192
-22% -$4.09M 0.28% 61
2024
Q4 		$18.3M Sell
449,600
-286,829
-39% -$12.4M 0.36% 50
2024
Q3 		$32.9M Buy
736,429
+419,857
+133% +$17.7M 0.69% 32
2024
Q2 		$12.2M Buy
316,572
+2,493
+0.8% +$93.9K 0.29% 67
2024
Q1 		$12.4M Sell
314,079
-261,317
-45% -$10.2M 0.31% 68
2023
Q4 		$23.1M Sell
575,396
-14,294
-2% -$513K 0.69% 24
2023
Q3 		$20.1M Sell
589,690
-129,494
-18% -$4.79M 0.72% 21
2023
Q2 		$27.1M Buy
719,184
+35,555
+5% +$1.31M 1.06% 14
2023
Q1 		$25.6M Buy
683,629
+664,704
+3,512% +$25.5M 1.07% 11
2022
Q4 		$699K Sell
18,925
-356,573
-95% -$13.2M 0.03% 422
2022
Q3 		$13.5M Sell
375,498
-35,358
-9% -$1.48M 0.64% 27
2022
Q2 		$16.8M Buy
410,856
+176,460
+75% +$7.87M 0.8% 16
2022
Q1 		$11.3M Buy
234,396
+188,608
+412% +$8.84M 0.5% 38
2021
Q4 		$2.37M Sell
45,788
-169,484
-79% -$8.15M 0.1% 213
2021
Q3 		$9.57M Buy
215,272
+67,163
+45% +$3.12M 0.45% 39
2021
Q2 		$6.59M Buy
148,109
+142,955
+2,774% +$6.13M 0.33% 63
2021
Q1 		$207K Sell
5,154
-421
-8% -$15.8K 0.01% 768
2020
Q4 		$204K Sell
5,575
-157,180
-97% -$5.7M 0.01% 654
2020
Q3 		$5.74M Buy
+162,755
New +$5.8M 0.51% 38
2019
Q4 		– Sell
-148,079
Closed -$5.83M – 535
2019
Q3 		$5.83M Buy
148,079
+20,707
+16% +$795K 0.92% 17
2019
Q2 		$4.68M Sell
127,372
-16,723
-12% -$611K 0.79% 27
2019
Q1 		$5.22M Buy
+144,095
New +$4.92M 0.79% 22
2018
Q4 		– Sell
-136,062
Closed -$4.44M – 450
2018
Q3 		$4.44M Buy
136,062
+7,115
+6% +$236K 0.9% 20
2018
Q2 		$4.22M Buy
+128,947
New +$4.03M 1.01% 17

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

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

Kingsview Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.57% in Q2 2026, selling an estimated $94.2K and leaving 373,394 shares worth $16.4M. The position accounts for 0.2% of the portfolio, ranked #99.

Kingsview Wealth Management first reported a position in XLRE in Q2 2018 and has held it in 29 quarters since. The position peaked at $46.2M in Q3 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Kingsview Wealth Management held 373,394 shares of State Street Real Estate Select Sector SPDR ETF worth $16.4M as of Q2 2026.
  • Kingsview Wealth Management sold 2,143 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $94.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.2% of Kingsview Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Kingsview Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
  • Kingsview Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $46.2M in Q3 2025.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.