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Personal CFO Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Personal CFO Solutions’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 		$748K Sell
16,979
-1,766
-9% -$77.7K 0.11% 168
2026
Q1 		$765K Buy
18,745
+1,451
+8% +$60.8K 0.11% 167
2025
Q4 		$698K Buy
17,294
+159
+0.9% +$6.54K 0.11% 175
2025
Q3 		$722K Sell
17,135
-4,549
-21% -$190K 0.13% 167
2025
Q2 		$898K Buy
+21,684
New +$890K 0.17% 129
2025
Q1 		– Sell
-26,353
Closed -$1.07M – 498
2024
Q4 		$1.07M Buy
26,353
+7,138
+37% +$309K 0.21% 99
2024
Q3 		$858K Buy
19,215
+406
+2% +$17.1K 0.12% 177
2024
Q2 		$722K Sell
18,809
-350
-2% -$13.2K 0.11% 181
2024
Q1 		$757K Sell
19,159
-3,813
-17% -$148K 0.12% 178
2023
Q4 		$920K Buy
+22,972
New +$825K 0.16% 132
2022
Q2 		– Sell
-27,486
Closed -$1.33M – 501
2022
Q1 		$1.33M Buy
27,486
+2,102
+8% +$98.5K 0.26% 72
2021
Q4 		$1.31M Sell
25,384
-1,812
-7% -$87.2K 0.25% 78
2021
Q3 		$1.21M Buy
27,196
+2,798
+11% +$130K 0.25% 86
2021
Q2 		$1.08M Sell
24,398
-2,798
-10% -$120K 0.22% 87
2021
Q1 		$1.07M Buy
+27,196
New +$1.02M 0.23% 88
2020
Q1 		– Sell
-32,596
Closed -$1.26M – 383
2019
Q4 		$1.26M Sell
32,596
-1,661
-5% -$64.3K 0.36% 59
2019
Q3 		$1.35M Buy
+34,257
New +$1.31M 0.54% 35

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

Personal CFO Solutions's XLRE Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9.4% in Q2 2026, selling an estimated $77.7K and leaving 16,979 shares worth $748K. The position accounts for 0.11% of the portfolio, ranked #168.

Personal CFO Solutions first reported a position in XLRE in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.35M in Q3 2019. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Personal CFO Solutions held 16,979 shares of State Street Real Estate Select Sector SPDR ETF worth $748K as of Q2 2026.
  • Personal CFO Solutions sold 1,766 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $77.7K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #168 holding.
  • Personal CFO Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and has held it in 17 quarters since.
  • Personal CFO Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $1.35M in Q3 2019.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.