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

ORG 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	$127K	Hold	2,893	–	–	0.02%	268
2026 Q1	$118K	Hold	2,893	–	–	0.02%	269
2025 Q4	$117K	Hold	2,893	–	–	0.03%	261
2025 Q3	$122K	Hold	2,893	–	–	0.03%	258
2025 Q2	$121K	Hold	2,893	–	–	0.03%	219
2025 Q1	$121K	Hold	2,893	–	–	0.04%	234
2024 Q4	$118K	Hold	2,893	–	–	0.04%	158
2024 Q3	$129K	Buy	+2,893	New	+$122K	0.04%	156

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

ORG Wealth Partners's XLRE Position: Q2 2026 in Review

ORG Wealth Partners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 2,893 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #268.

ORG Wealth Partners first reported a position in XLRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $129K in Q3 2024. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

ORG Wealth Partners held 2,893 shares of State Street Real Estate Select Sector SPDR ETF worth $127K as of Q2 2026.
ORG 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 ORG Wealth Partners's portfolio in Q2 2026, its #268 holding.
ORG Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $129K in Q3 2024.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.