KW
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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
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% +$6.25K 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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KWB Wealth's XLRE Position: Q2 2026 in Review

KWB Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 8,034 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #130.

KWB Wealth first reported a position in XLRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.91M in Q4 2021. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • KWB Wealth held 8,034 shares of State Street Real Estate Select Sector SPDR ETF worth $354K as of Q2 2026.
  • KWB Wealth bought 650 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $28.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #130 holding.
  • KWB Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $4.91M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.