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

Mosley 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 		$27.4K Sell
622
-667
-52% -$29.3K 0.01% 301
2026
Q1 		$54.3K Buy
+1,289
New +$54K 0.02% 200

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
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

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

Mosley Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 52% in Q2 2026, selling an estimated $29.3K and leaving 622 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Mosley Wealth Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $54.3K in Q1 2026. 517 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Mosley Wealth Management held 622 shares of State Street Real Estate Select Sector SPDR ETF worth $27.4K as of Q2 2026.
  • Mosley Wealth Management sold 667 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $29.3K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Mosley Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $54.3K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.