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Newbridge Financial Services Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Newbridge Financial Services Group’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 		$16.6K Hold
377
– – ﹤0.01% 748
2026
Q1 		$15.4K Sell
377
-19
-5% -$796 ﹤0.01% 702
2025
Q4 		$16K Buy
396
+19
+5% +$782 ﹤0.01% 695
2025
Q3 		$15.9K Sell
377
-9
-2% -$376 ﹤0.01% 797
2025
Q2 		$16K Hold
386
– – ﹤0.01% 776
2025
Q1 		$16.2K Hold
386
– – ﹤0.01% 592
2024
Q4 		$15.7K Hold
386
– – ﹤0.01% 654
2024
Q3 		$17.2K Hold
386
– – 0.01% 375
2024
Q2 		$14.8K Hold
386
– – 0.01% 631
2024
Q1 		$15.3K Hold
386
– – 0.01% 669
2023
Q4 		$15.5K Hold
386
– – 0.01% 644
2023
Q3 		$13.2K Hold
386
– – 0.01% 748
2023
Q2 		$14.5K Hold
386
– – 0.01% 794
2023
Q1 		$14.4K Hold
386
– – 0.01% 820
2022
Q4 		$14.3K Buy
386
+140
+57% +$5.17K 0.01% 819
2022
Q3 		$9K Hold
246
– – 0.01% 919
2022
Q2 		$10K Sell
246
-240
-49% -$10.7K 0.01% 879
2022
Q1 		$23K Sell
486
-814
-63% -$38.2K 0.01% 697
2021
Q4 		$67K Buy
1,300
+617
+90% +$29.7K 0.03% 388
2021
Q3 		$30K Buy
683
+2
+0.3% +$93 0.02% 556
2021
Q2 		$30K Buy
681
+221
+48% +$9.47K 0.02% 648
2021
Q1 		$18K Buy
460
+2
+0.4% +$75 0.01% 725
2020
Q4 		$17K Buy
458
+3
+0.7% +$109 0.01% 589
2020
Q3 		$16K Buy
+455
New +$16.2K 0.02% 566

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Newbridge Financial Services Group's XLRE Position: Q2 2026 in Review

Newbridge Financial Services Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 377 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Newbridge Financial Services Group first reported a position in XLRE in Q3 2020 and has held it in 24 quarters since. The position peaked at $67K in Q4 2021. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Newbridge Financial Services Group held 377 shares of State Street Real Estate Select Sector SPDR ETF worth $16.6K as of Q2 2026.
  • Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #748 holding.
  • Newbridge Financial Services Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street Real Estate Select Sector SPDR ETF position peaked at $67K in Q4 2021.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.