LWA
XLRE icon

LifeGoal Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LifeGoal Wealth Advisors’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 		$2.25M Buy
51,006
+12,695
+33% +$558K 1.03% 18
2026
Q1 		$1.57M Buy
+38,311
New +$1.61M 0.9% 21

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
DJFS
Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 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

LifeGoal Wealth Advisors's XLRE Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 33% in Q2 2026, buying an estimated $558K and bringing the position to 51,006 shares worth $2.25M. The position accounts for 1.03% of the portfolio, ranked #18.

LifeGoal Wealth Advisors first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • LifeGoal Wealth Advisors held 51,006 shares of State Street Real Estate Select Sector SPDR ETF worth $2.25M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 12,695 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $558K.
  • State Street Real Estate Select Sector SPDR ETF made up 1.03% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • LifeGoal Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.