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Larson Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Larson Financial Group’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 		$347K Buy
7,884
+609
+8% +$26.8K 0.01% 659
2026
Q1 		$297K Buy
7,275
+273
+4% +$11.4K 0.01% 613
2025
Q4 		$283K Buy
7,002
+150
+2% +$6.17K 0.01% 619
2025
Q3 		$289K Sell
6,852
-431
-6% -$18K 0.01% 611
2025
Q2 		$302K Buy
7,283
+168
+2% +$6.9K 0.01% 571
2025
Q1 		$298K Buy
7,115
+1,200
+20% +$50K 0.01% 531
2024
Q4 		$241K Buy
5,915
+131
+2% +$5.67K 0.01% 526
2024
Q3 		$258K Buy
5,784
+141
+2% +$5.94K 0.01% 513
2024
Q2 		$217K Buy
5,643
+1,245
+28% +$46.9K 0.01% 443
2024
Q1 		$174K Buy
4,398
+274
+7% +$10.7K 0.01% 442
2023
Q4 		$165K Buy
4,124
+220
+6% +$7.9K 0.01% 392
2023
Q3 		$133K Buy
3,904
+1,522
+64% +$56.3K 0.01% 402
2023
Q2 		$89.8K Buy
2,382
+265
+13% +$9.78K 0.01% 442
2023
Q1 		$79.1K Buy
2,117
+156
+8% +$5.99K 0.01% 463
2022
Q4 		$72.4K Sell
1,961
-45
-2% -$1.66K 0.01% 454
2022
Q3 		$72K Buy
2,006
+1,944
+3,135% +$81.4K 0.01% 395
2022
Q2 		$3K Buy
62
+31
+100% +$1.38K ﹤0.01% 990
2022
Q1 		$1K Hold
31
– – ﹤0.01% 1011
2021
Q4 		$2K Hold
31
– – ﹤0.01% 979
2021
Q3 		$1K Hold
31
– – ﹤0.01% 858
2021
Q2 		$1K Sell
31
-110
-78% -$4.72K ﹤0.01% 799
2021
Q1 		$6K Hold
141
– – ﹤0.01% 620
2020
Q4 		$5K Hold
141
– – ﹤0.01% 574
2020
Q3 		$5K Hold
141
– – ﹤0.01% 534
2020
Q2 		$5K Hold
141
– – ﹤0.01% 496
2020
Q1 		$4K Hold
141
– – ﹤0.01% 397
2019
Q4 		$5K Hold
141
– – ﹤0.01% 375
2019
Q3 		$6K Hold
141
– – ﹤0.01% 355
2019
Q2 		$5K Hold
141
– – ﹤0.01% 324
2019
Q1 		$5K Hold
141
– – ﹤0.01% 304
2018
Q4 		$4K Buy
+141
New +$4.57K ﹤0.01% 308

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

Larson Financial Group's XLRE Position: Q2 2026 in Review

Larson Financial Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 8.4% in Q2 2026, buying an estimated $26.8K and bringing the position to 7,884 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #659.

Larson Financial Group first reported a position in XLRE in Q4 2018 and has held it in 31 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Larson Financial Group held 7,884 shares of State Street Real Estate Select Sector SPDR ETF worth $347K as of Q2 2026.
  • Larson Financial Group bought 609 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $26.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #659 holding.
  • Larson Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.