LF
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LifeSteps Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LifeSteps Financial’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 		$4.14K Buy
+94
New +$4.13K ﹤0.01% 566
2024
Q2 		– Sell
-94
Closed -$3.72K – 427
2024
Q1 		$3.72K Buy
+94
New +$3.66K ﹤0.01% 359

Other funds holding XLRE

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 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
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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LifeSteps Financial's XLRE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 94 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLRE as recently as Q1 2024.

LifeSteps Financial first reported a position in XLRE in Q1 2024 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • LifeSteps Financial held 94 shares of State Street Real Estate Select Sector SPDR ETF worth $4.14K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #566 holding.
  • LifeSteps Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.