LWM
XLRE icon

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

LongView 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 		– Sell
-9,050
Closed -$393K – 259
2026
Q1 		$393K Sell
9,050
-8,048
-47% -$337K 0.1% 158
2025
Q4 		$695K Sell
17,098
-1,387
-8% -$57.1K 0.17% 113
2025
Q3 		$779K Buy
18,485
+420
+2% +$17.6K 0.21% 95
2025
Q2 		$748K Buy
18,065
+78
+0.4% +$3.2K 0.23% 89
2025
Q1 		$753K Buy
17,987
+1,387
+8% +$57.8K 0.23% 88
2024
Q4 		$675K Buy
16,600
+3,516
+27% +$152K 0.21% 90
2024
Q3 		$584K Sell
13,084
-1,215
-8% -$51.2K 0.19% 97
2024
Q2 		$549K Sell
14,299
-328
-2% -$12.4K 0.2% 92
2024
Q1 		$578K Sell
14,627
-3,685
-20% -$143K 0.23% 86
2023
Q4 		$724K Buy
+18,312
New +$658K 0.32% 70

Other funds holding XLRE

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
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

LongView Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 9,050 shares — an estimated $393K sold.

LongView Wealth Management first reported a position in XLRE in Q4 2023 and held it in 10 quarters. The position peaked at $779K in Q3 2025. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • LongView Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 9,050 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $393K.
  • LongView Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $779K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.