Marshall & Sterling Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Marshall & Sterling Wealth Advisors’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	$459K	Sell	10,430 -157	-1%	-$6.9K	0.27%	69
2026 Q1	$432K	Buy	10,587 +490	+5%	+$20.5K	0.28%	69
2025 Q4	$407K	Buy	10,097 +716	+8%	+$29.5K	0.27%	63
2025 Q3	$394K	Buy	9,381 +3,531	+60%	+$148K	0.25%	61
2025 Q2	$242K	Buy	+5,850	New	+$240K	0.16%	71

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

Marshall & Sterling Wealth Advisors's XLRE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q2 2026, selling an estimated $6.9K and leaving 10,430 shares worth $459K. The position accounts for 0.27% of the portfolio, ranked #69.

Marshall & Sterling Wealth Advisors first reported a position in XLRE in Q2 2025 and has held it in 5 quarters since. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 10,430 shares of State Street Real Estate Select Sector SPDR ETF worth $459K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 157 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $6.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.27% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.