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

Modern 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	$1.07M	Sell	24,189 -3,469	-13%	-$153K	0.01%	507
2026 Q1	$1.13M	Sell	27,658 -119,979	-81%	-$5.03M	0.02%	396
2025 Q4	$5.96M	Sell	147,637 -213,057	-59%	-$8.77M	0.11%	169
2025 Q3	$15.2M	Sell	360,694 -107,520	-23%	-$4.5M	0.3%	87
2025 Q2	$19.4M	Sell	468,214 -145,080	-24%	-$5.96M	0.48%	52
2025 Q1	$25.7M	Sell	613,294 -10,311	-2%	-$430K	0.82%	25
2024 Q4	$25.4M	Buy	623,605 +616,602	+8,805%	+$26.7M	0.95%	26
2024 Q3	$313K	Buy	7,003 +1	+0%	+$42	0.02%	335
2024 Q2	$269K	Buy	7,002 +2	+0%	+$75	0.02%	328
2024 Q1	$277K	Sell	7,000 -208	-3%	-$8.09K	0.03%	248
2023 Q4	$289K	Buy	+7,208	New	+$259K	0.04%	149

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

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

Modern Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q2 2026, selling an estimated $153K and leaving 24,189 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #507.

Modern Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.7M in Q1 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Modern Wealth Management held 24,189 shares of State Street Real Estate Select Sector SPDR ETF worth $1.07M as of Q2 2026.
Modern Wealth Management sold 3,469 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $153K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #507 holding.
Modern Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $25.7M in Q1 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.