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

Mascoma 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	$4.23K	Hold	96	–	–	﹤0.01%	390
2026 Q1	$3.92K	Hold	96	–	–	﹤0.01%	384
2025 Q4	$3.87K	Hold	96	–	–	﹤0.01%	384
2025 Q3	$4.04K	Hold	96	–	–	﹤0.01%	392
2025 Q2	$3.98K	Hold	96	–	–	﹤0.01%	400
2025 Q1	$4.02K	Hold	96	–	–	﹤0.01%	415
2024 Q4	$3.9K	Hold	96	–	–	﹤0.01%	425
2024 Q3	$4.29K	Hold	96	–	–	﹤0.01%	396
2024 Q2	$3.69K	Hold	96	–	–	﹤0.01%	431
2024 Q1	$3.79K	Hold	96	–	–	﹤0.01%	401
2023 Q4	$3.85K	Hold	96	–	–	﹤0.01%	414
2023 Q3	$3.27K	Hold	96	–	–	﹤0.01%	434
2023 Q2	$3.59K	Sell	96 -364	-79%	-$13.4K	﹤0.01%	420
2023 Q1	$17.4K	Hold	460	–	–	0.01%	353
2022 Q4	$17K	Hold	460	–	–	0.01%	348
2022 Q3	$17K	Sell	460 -9	-2%	-$377	0.01%	347
2022 Q2	$19K	Buy	469 +9	+2%	+$401	0.01%	349
2022 Q1	$22K	Hold	460	–	–	0.01%	359
2021 Q4	$24K	Hold	460	–	–	0.01%	305
2021 Q3	$20K	Buy	+460	New	+$21.4K	0.01%	296
2021 Q2	–	Sell	-460	Closed	-$18K	–	438
2021 Q1	$18K	Buy	+460	New	+$17.3K	0.01%	305

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

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

Mascoma Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 96 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Mascoma Wealth Management first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $24K in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Mascoma Wealth Management held 96 shares of State Street Real Estate Select Sector SPDR ETF worth $4.23K as of Q2 2026.
Mascoma Wealth Management 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 Mascoma Wealth Management's portfolio in Q2 2026, its #390 holding.
Mascoma Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $24K in Q4 2021.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.