Pines Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pines Wealth Management’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	$619K	Buy	14,059 +771	+6%	+$33.9K	0.18%	119
2026 Q1	$543K	Buy	13,288 +4,155	+45%	+$174K	0.18%	122
2025 Q4	$369K	Buy	9,133 +482	+6%	+$19.8K	0.12%	159
2025 Q3	$364K	Buy	8,651 +941	+12%	+$39.4K	0.12%	164
2025 Q2	$322K	Buy	7,710 +587	+8%	+$24.1K	0.11%	170
2025 Q1	$264K	Buy	7,123 +994	+16%	+$41.4K	0.12%	165
2024 Q4	$240K	Buy	+6,129	New	+$265K	0.1%	181

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

Pines Wealth Management's XLRE Position: Q2 2026 in Review

Pines Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.8% in Q2 2026, buying an estimated $33.9K and bringing the position to 14,059 shares worth $619K. The position accounts for 0.18% of the portfolio, ranked #119.

Pines Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pines Wealth Management held 14,059 shares of State Street Real Estate Select Sector SPDR ETF worth $619K as of Q2 2026.
Pines Wealth Management bought 771 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $33.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Pines Wealth Management's portfolio in Q2 2026, its #119 holding.
Pines Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.