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PlanVest Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

PlanVest Financial’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 		$38.4K Buy
872
+136
+18% +$5.98K 0.03% 256
2026
Q1 		$30.1K Buy
+736
New +$30.8K 0.02% 273

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
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

PlanVest Financial's XLRE Position: Q2 2026 in Review

PlanVest Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 18% in Q2 2026, buying an estimated $5.98K and bringing the position to 872 shares worth $38.4K. The position accounts for 0.03% of the portfolio, ranked #256.

PlanVest Financial first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • PlanVest Financial held 872 shares of State Street Real Estate Select Sector SPDR ETF worth $38.4K as of Q2 2026.
  • PlanVest Financial bought 136 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $5.98K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #256 holding.
  • PlanVest Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 785 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.