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 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 $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 Wealth Planning Services's XLRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 1,532 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #1085.

Pinnacle Wealth Planning Services first reported a position in XLRE in Q4 2020 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Pinnacle Wealth Planning Services held 1,532 shares of State Street Real Estate Select Sector SPDR ETF worth $67.5K as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1085 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 4 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 Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.