Pinnacle Family Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pinnacle Family Advisors’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	$1.42M	Buy	+32,247	New	+$1.42M	0.6%	34
2025 Q3	–	Sell	-6,565	Closed	-$272K	–	134
2025 Q2	$272K	Buy	+6,565	New	+$270K	0.13%	105
2025 Q1	–	Sell	-17,815	Closed	-$725K	–	129
2024 Q4	$725K	Sell	17,815 -1,940	-10%	-$83.9K	0.35%	52
2024 Q3	$882K	Buy	+19,755	New	+$832K	0.46%	47
2024 Q2	–	Sell	-16,398	Closed	-$648K	–	127
2024 Q1	$648K	Buy	+16,398	New	+$638K	0.35%	47
2023 Q3	–	Sell	-14,307	Closed	-$539K	–	108
2023 Q2	$539K	Buy	+14,307	New	+$528K	0.29%	59

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

Pinnacle Family Advisors's XLRE Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 32,247 shares worth $1.42M. The stake represents 0.6% of the portfolio and ranks #34 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in XLRE as recently as Q2 2025.

Pinnacle Family Advisors first reported a position in XLRE in Q2 2023 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pinnacle Family Advisors held 32,247 shares of State Street Real Estate Select Sector SPDR ETF worth $1.42M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Pinnacle Family Advisors position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.6% of Pinnacle Family Advisors's portfolio in Q2 2026, its #34 holding.
Pinnacle Family Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 6 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.