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

Modera 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 Q3	$215K	Sell	5,255 -141	-3%	-$6.24K	﹤0.01%	643
2026 Q2	$238K	Buy	+5,396	New	+$237K	﹤0.01%	600
2026 Q1	–	Sell	-26,120	Closed	-$1.05M	–	682
2025 Q4	$1.05M	Sell	26,120 -30	-0.1%	-$1.24K	0.01%	327
2025 Q3	$1.1M	Hold	26,150	–	–	0.01%	326
2025 Q2	$1.08M	Hold	26,150	–	–	0.01%	320
2025 Q1	$1.09M	Sell	26,150 -400	-2%	-$16.7K	0.01%	312
2024 Q4	$1.08M	Sell	26,550 -134	-0.5%	-$5.8K	0.01%	317
2024 Q3	$1.19M	Sell	26,684 -266	-1%	-$11.2K	0.02%	287
2024 Q2	$1.04M	Hold	26,950	–	–	0.02%	291
2024 Q1	$1.07M	Buy	+26,950	New	+$1.05M	0.02%	292

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Modera Wealth Management's XLRE Position: Q3 2026 in Review

Modera Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.6% in Q3 2026, selling an estimated $6.24K and leaving 5,255 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Modera Wealth Management first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2024. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Modera Wealth Management held 5,255 shares of State Street Real Estate Select Sector SPDR ETF worth $215K as of Q3 2026.
Modera Wealth Management sold 141 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $6.24K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #643 holding.
Modera Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Modera Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.19M in Q3 2024.
668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.