N.E.W. Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

N.E.W. Advisory Services’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	$4.27K	Hold	97	–	–	﹤0.01%	762
2026 Q1	$3.96K	Buy	97 +10	+11%	+$419	﹤0.01%	765
2025 Q4	$3.51K	Buy	+87	New	+$3.58K	﹤0.01%	744

Other funds holding XLRE

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

N.E.W. Advisory Services's XLRE Position: Q2 2026 in Review

N.E.W. Advisory Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 97 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

N.E.W. Advisory Services first reported a position in XLRE in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

N.E.W. Advisory Services held 97 shares of State Street Real Estate Select Sector SPDR ETF worth $4.27K as of Q2 2026.
N.E.W. Advisory Services 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 ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #762 holding.
N.E.W. Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
584 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.