KWB Wealth
XLRE icon

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

KWB Wealth’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
Q3 		$326K Sell
7,976
-58
-0.7% -$2.56K 0.03% 146
2026
Q2 		$354K Buy
8,034
+650
+9% +$28.6K 0.03% 130
2026
Q1 		$298K Hold
7,384
– – 0.03% 136
2025
Q4 		$298K Buy
7,384
+152
+2% +$6.26K 0.03% 148
2025
Q3 		$300K Sell
7,232
-227
-3% -$9.5K 0.03% 120
2025
Q2 		$312K Sell
7,459
-616
-8% -$25.3K 0.04% 119
2025
Q1 		$328K Buy
8,075
+208
+3% +$8.66K 0.04% 117
2024
Q4 		$351K Sell
7,867
-31
-0.4% -$1.34K 0.04% 108
2024
Q3 		$303K Sell
7,898
-19
-0.2% -$801 0.04% 103
2024
Q2 		$313K Hold
7,917
– – 0.04% 101
2024
Q1 		$313K Sell
7,917
-226
-3% -$8.79K 0.04% 104
2023
Q4 		$326K Sell
8,143
-36,083
-82% -$1.3M 0.05% 105
2023
Q3 		$1.67M Sell
44,226
-1,163
-3% -$43K 0.27% 39
2023
Q2 		$1.71M Sell
45,389
-35,376
-44% -$1.3M 0.27% 39
2023
Q1 		$2.98M Sell
80,765
-337
-0.4% -$12.9K 0.55% 25
2022
Q4 		$3M Sell
81,102
-13,196
-14% -$487K 0.57% 24
2022
Q3 		$3.4M Buy
94,298
+2,832
+3% +$119K 0.68% 22
2022
Q2 		$3.74M Sell
91,466
-3,231
-3% -$144K 0.72% 24
2022
Q1 		$4.91M Sell
94,697
-15
-0% -$703 0.82% 18
2021
Q4 		$4.91M Buy
94,712
+3,364
+4% +$162K 0.82% 18
2021
Q3 		$4.06M Buy
91,348
+14,932
+20% +$694K 0.72% 21
2021
Q2 		$3.02M Hold
76,416
– – 0.58% 23
2021
Q1 		$3.02M Buy
76,416
+17,952
+31% +$675K 0.58% 24
2020
Q4 		$2.14M Buy
+58,464
New +$2.12M 0.44% 31

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KWB Wealth's XLRE Position: Q3 2026 in Review

KWB Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.72% in Q3 2026, selling an estimated $2.56K and leaving 7,976 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #146.

KWB Wealth first reported a position in XLRE in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.91M in Q4 2021. 436 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • KWB Wealth held 7,976 shares of State Street Real Estate Select Sector SPDR ETF worth $326K as of Q3 2026.
  • KWB Wealth sold 58 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $2.56K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #146 holding.
  • KWB Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $4.91M in Q4 2021.
  • 436 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.