Planning Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Planning Strategies’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	$50.5K	Buy	+1,147	New	+$50.4K	0.03%	154

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Planning Strategies's XLRE Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 1,147 shares worth $50.5K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

768 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Planning Strategies held 1,147 shares of State Street Real Estate Select Sector SPDR ETF worth $50.5K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Planning Strategies position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #154 holding.
768 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.