Liberty Square Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Liberty Square Wealth Partners’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	$686K	Buy	15,571 +17	+0.1%	+$748	0.16%	61
2026 Q1	$635K	Sell	15,554 -750	-5%	-$31.4K	0.18%	63
2025 Q4	$658K	Buy	16,304 +21	+0.1%	+$864	0.19%	62
2025 Q3	$686K	Sell	16,283 -146	-0.9%	-$6.11K	0.21%	66
2025 Q2	$681K	Sell	16,429 -37	-0.2%	-$1.52K	0.24%	62
2025 Q1	$689K	Sell	16,466 -372	-2%	-$15.5K	0.26%	63
2024 Q4	$708K	Buy	+16,838	New	+$729K	0.26%	61

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

Liberty Square Wealth Partners's XLRE Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.11% in Q2 2026, buying an estimated $748 and bringing the position to 15,571 shares worth $686K. The position accounts for 0.16% of the portfolio, ranked #61.

Liberty Square Wealth Partners first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $708K in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Liberty Square Wealth Partners held 15,571 shares of State Street Real Estate Select Sector SPDR ETF worth $686K as of Q2 2026.
Liberty Square Wealth Partners bought 17 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $748.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #61 holding.
Liberty Square Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $708K in Q4 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.