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

Lake Street Private 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 		$961K Buy
21,819
+1,105
+5% +$48.6K 0.11% 124
2026
Q1 		$846K Buy
20,714
+123
+0.6% +$5.16K 0.11% 124
2025
Q4 		$831K Buy
20,591
+236
+1% +$9.71K 0.1% 131
2025
Q3 		$858K Buy
20,355
+120
+0.6% +$5.02K 0.11% 120
2025
Q2 		$838K Buy
20,235
+225
+1% +$9.24K 0.12% 113
2025
Q1 		$837K Buy
20,010
+585
+3% +$24.4K 0.14% 112
2024
Q4 		$790K Buy
19,425
+549
+3% +$23.8K 0.13% 114
2024
Q3 		$843K Sell
18,876
-316
-2% -$13.3K 0.14% 120
2024
Q2 		$737K Sell
19,192
-69
-0.4% -$2.6K 0.1% 176
2024
Q1 		$761K Buy
19,261
+383
+2% +$14.9K 0.11% 173
2023
Q4 		$756K Sell
18,878
-6,003
-24% -$216K 0.12% 158
2023
Q3 		$845K Buy
24,881
+559
+2% +$20.7K 0.15% 138
2023
Q2 		$917K Buy
24,322
+607
+3% +$22.4K 0.16% 136
2023
Q1 		$886K Buy
23,715
+133
+0.6% +$5.11K 0.17% 140
2022
Q4 		$871K Buy
23,582
+7,900
+50% +$292K 0.18% 138
2022
Q3 		$565K Buy
15,682
+3,032
+24% +$127K 0.13% 153
2022
Q2 		$517K Buy
12,650
+5,934
+88% +$265K 0.11% 163
2022
Q1 		$325K Buy
6,716
+1,306
+24% +$61.2K 0.06% 240
2021
Q4 		$280K Buy
+5,410
New +$260K 0.05% 266

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

Lake Street Private Wealth's XLRE Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.3% in Q2 2026, buying an estimated $48.6K and bringing the position to 21,819 shares worth $961K. The position accounts for 0.11% of the portfolio, ranked #124.

Lake Street Private Wealth first reported a position in XLRE in Q4 2021 and has held it in 19 quarters since. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Lake Street Private Wealth held 21,819 shares of State Street Real Estate Select Sector SPDR ETF worth $961K as of Q2 2026.
  • Lake Street Private Wealth bought 1,105 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.11% of Lake Street Private Wealth's portfolio in Q2 2026, its #124 holding.
  • Lake Street Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.