Landmark Wealth Management (Illinois)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Landmark Wealth Management (Illinois)’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	$207K	Buy	+4,701	New	+$207K	0.07%	44
2025 Q4	–	Sell	-4,751	Closed	-$200K	–	43
2025 Q3	$200K	Sell	4,751 -98	-2%	-$4.1K	0.08%	40
2025 Q2	$201K	Sell	4,849 -20,005	-80%	-$821K	0.09%	43
2025 Q1	$1.04M	Sell	24,854 -74,971	-75%	-$3.12M	0.5%	32
2024 Q4	$4.06M	Sell	99,825 -8,748	-8%	-$379K	1.98%	17
2024 Q3	$4.85M	Buy	108,573 +2,627	+2%	+$111K	2.42%	13
2024 Q2	$4.07M	Buy	+105,946	New	+$3.99M	2.24%	14

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

Landmark Wealth Management (Illinois)'s XLRE Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 4,701 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #44 among its holdings. This is a return to the name: Landmark Wealth Management (Illinois) previously reported a position in XLRE as recently as Q3 2025.

Landmark Wealth Management (Illinois) first reported a position in XLRE in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q3 2024. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Landmark Wealth Management (Illinois) held 4,701 shares of State Street Real Estate Select Sector SPDR ETF worth $207K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Landmark Wealth Management (Illinois) position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #44 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Landmark Wealth Management (Illinois)'s State Street Real Estate Select Sector SPDR ETF position peaked at $4.85M in Q3 2024.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.