Peak Retirement Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Peak Retirement Planning’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	$17M	Buy	386,766 +375,820	+3,433%	+$16.5M	2.7%	9
2026 Q1	$447K	Sell	10,946 -244,823	-96%	-$10.3M	0.09%	103
2025 Q4	$10.3M	Buy	255,769 +768	+0.3%	+$31.6K	2.42%	10
2025 Q3	$10.7M	Buy	255,001 +71,731	+39%	+$3M	3.03%	9
2025 Q2	$7.59M	Buy	183,270 +43,869	+31%	+$1.8M	3.06%	5
2025 Q1	$5.83M	Buy	139,401 +27,510	+25%	+$1.15M	3.24%	5
2024 Q4	$4.58M	Buy	+111,891	New	+$4.84M	3.09%	8

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

Peak Retirement Planning's XLRE Position: Q2 2026 in Review

Peak Retirement Planning increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3,433% in Q2 2026, buying an estimated $16.5M and bringing the position to 386,766 shares worth $17M. The position accounts for 2.7% of the portfolio, ranked #9.

Peak Retirement Planning first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Peak Retirement Planning held 386,766 shares of State Street Real Estate Select Sector SPDR ETF worth $17M as of Q2 2026.
Peak Retirement Planning bought 375,820 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5M.
State Street Real Estate Select Sector SPDR ETF made up 2.7% of Peak Retirement Planning's portfolio in Q2 2026, its #9 holding.
Peak Retirement Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.