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

Meridian 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	$324K	Buy	+7,360	New	+$324K	0.01%	658
2026 Q1	–	Sell	-7,730	Closed	-$312K	–	820
2025 Q4	$312K	Buy	+7,730	New	+$318K	0.01%	607

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Meridian Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 7,360 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in XLRE as recently as Q4 2025.

Meridian Wealth Management first reported a position in XLRE in Q4 2025 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Meridian Wealth Management held 7,360 shares of State Street Real Estate Select Sector SPDR ETF worth $324K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Meridian Wealth Management position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #658 holding.
Meridian Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.