LightSquare Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LightSquare Wealth Management’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	Sell	51,191 -3,802	-7%	-$167K	1.55%	19
2026 Q1	$2.25M	Buy	+54,993	New	+$2.3M	1.68%	19

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

LightSquare Wealth Management's XLRE Position: Q2 2026 in Review

LightSquare Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.9% in Q2 2026, selling an estimated $167K and leaving 51,191 shares worth $2.25M. The position accounts for 1.55% of the portfolio, ranked #19.

LightSquare Wealth Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

LightSquare Wealth Management held 51,191 shares of State Street Real Estate Select Sector SPDR ETF worth $2.25M as of Q2 2026.
LightSquare Wealth Management sold 3,802 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
State Street Real Estate Select Sector SPDR ETF made up 1.55% of LightSquare Wealth Management's portfolio in Q2 2026, its #19 holding.
LightSquare Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.