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

Marks Group 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	$304K	Sell	6,912 -2,494	-27%	-$110K	0.03%	315
2026 Q1	$384K	Hold	9,406	–	–	0.04%	270
2025 Q4	$380K	Buy	9,406 +810	+9%	+$33.3K	0.04%	264
2025 Q3	$362K	Hold	8,596	–	–	0.03%	247
2025 Q2	$356K	Buy	+8,596	New	+$353K	0.03%	252

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

Marks Group Wealth Management's XLRE Position: Q2 2026 in Review

Marks Group Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 27% in Q2 2026, selling an estimated $110K and leaving 6,912 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #315.

Marks Group Wealth Management first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $384K in Q1 2026. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Marks Group Wealth Management held 6,912 shares of State Street Real Estate Select Sector SPDR ETF worth $304K as of Q2 2026.
Marks Group Wealth Management sold 2,494 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #315 holding.
Marks Group Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Marks Group Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $384K in Q1 2026.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.