KPP Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

KPP Advisory Services’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	–	Sell	-5,991	Closed	-$245K	–	380
2026 Q1	$245K	Buy	+5,991	New	+$251K	0.04%	307

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

KPP Advisory Services's XLRE Position: Q2 2026 in Review

KPP Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 5,991 shares — an estimated $245K sold.

KPP Advisory Services first reported a position in XLRE in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

KPP Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
KPP Advisory Services sold 5,991 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $245K.
KPP Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
KPP Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $245K in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.