Parcion Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Parcion Private Wealth’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	$46.5M	Buy	1,057,053 +6,329	+0.6%	+$278K	2.58%	8
2026 Q1	$42.9M	Buy	+1,050,724	New	+$44M	2.66%	9
2022 Q3	–	Sell	-26,732	Closed	-$1.13M	–	216
2022 Q2	$1.13M	Buy	+26,732	New	+$1.19M	0.11%	123

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

Parcion Private Wealth's XLRE Position: Q2 2026 in Review

Parcion Private Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.6% in Q2 2026, buying an estimated $278K and bringing the position to 1,057,053 shares worth $46.5M. The position accounts for 2.58% of the portfolio, ranked #8.

Parcion Private Wealth first reported a position in XLRE in Q2 2022 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Parcion Private Wealth held 1,057,053 shares of State Street Real Estate Select Sector SPDR ETF worth $46.5M as of Q2 2026.
Parcion Private Wealth bought 6,329 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $278K.
State Street Real Estate Select Sector SPDR ETF made up 2.58% of Parcion Private Wealth's portfolio in Q2 2026, its #8 holding.
Parcion Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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