Pinnacle Wealth Planning Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$64.3K	Buy	1,572 +40	+3%	+$1.77K	0.01%	1118
2026 Q2	$67.5K	Hold	1,532	–	–	0.01%	1085
2026 Q1	$62.6K	Hold	1,532	–	–	0.01%	1068
2025 Q4	$61.8K	Buy	+1,532	New	+$63K	0.01%	1058
2021 Q1	–	Sell	-33	Closed	-$1K	–	1992
2020 Q4	$1K	Buy	+33	New	+$1.2K	﹤0.01%	2202

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLRE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.6% in Q3 2026, buying an estimated $1.77K and bringing the position to 1,572 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #1118.

Pinnacle Wealth Planning Services first reported a position in XLRE in Q4 2020 and has held it in 5 quarters since. The position peaked at $67.5K in Q2 2026. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Pinnacle Wealth Planning Services held 1,572 shares of State Street Real Estate Select Sector SPDR ETF worth $64.3K as of Q3 2026.
Pinnacle Wealth Planning Services bought 40 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $1.77K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1118 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's State Street Real Estate Select Sector SPDR ETF position peaked at $67.5K in Q2 2026.
668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.