Mark Sheptoff Financial Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mark Sheptoff Financial Planning’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	$9.47K	Hold	215	–	–	0.01%	367
2026 Q1	$9.5K	Hold	215	–	–	0.01%	355
2025 Q4	$8.68K	Hold	215	–	–	﹤0.01%	364
2025 Q3	$9.06K	Hold	215	–	–	﹤0.01%	354
2025 Q2	$8.9K	Hold	215	–	–	﹤0.01%	351
2025 Q1	$9K	Hold	215	–	–	0.01%	330
2024 Q4	$8.74K	Hold	215	–	–	﹤0.01%	329
2024 Q3	$9.6K	Hold	215	–	–	0.01%	313
2024 Q2	$8.26K	Buy	+215	New	+$8.1K	﹤0.01%	333
2023 Q1	–	Sell	-182	Closed	-$6.72K	–	399
2022 Q4	$6.72K	Buy	+182	New	+$6.72K	﹤0.01%	296
2020 Q3	–	Sell	-27	Closed	-$1K	–	368
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	350
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	333
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	357
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	352
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	345
2019 Q1	$1K	Buy	+27	New	+$921	﹤0.01%	347

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

Mark Sheptoff Financial Planning's XLRE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 215 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #367.

Mark Sheptoff Financial Planning first reported a position in XLRE in Q1 2019 and has held it in 16 quarters since. The position peaked at $9.6K in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Mark Sheptoff Financial Planning held 215 shares of State Street Real Estate Select Sector SPDR ETF worth $9.47K as of Q2 2026.
Mark Sheptoff Financial Planning left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #367 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
Mark Sheptoff Financial Planning's State Street Real Estate Select Sector SPDR ETF position peaked at $9.6K in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.