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Mosaic Family Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mosaic Family Wealth Partners’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 		$235K Hold
5,345
– – 0.02% 396
2026
Q1 		$218K Buy
+5,345
New +$224K 0.02% 263

Other funds holding XLRE

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mosaic Family Wealth Partners's XLRE Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 5,345 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #396.

Mosaic Family Wealth Partners first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Mosaic Family Wealth Partners held 5,345 shares of State Street Real Estate Select Sector SPDR ETF worth $235K as of Q2 2026.
  • Mosaic Family Wealth Partners 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 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • Mosaic Family Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.