Premier Path Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Premier Path Wealth Partners’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	$1.57M	Sell	35,683 -4,265	-11%	-$188K	0.18%	117
2026 Q1	$1.63M	Sell	39,948 -6,367	-14%	-$267K	0.21%	105
2025 Q4	$1.87M	Sell	46,315 -2,196	-5%	-$90.4K	0.24%	90
2025 Q3	$2.04M	Buy	48,511 +356	+0.7%	+$14.9K	0.26%	83
2025 Q2	$1.99M	Buy	48,155 +2,930	+6%	+$120K	0.28%	82
2025 Q1	$1.89M	Sell	45,225 -1,185	-3%	-$49.4K	0.29%	81
2024 Q4	$1.89M	Buy	46,410 +2,653	+6%	+$115K	0.29%	81
2024 Q3	$1.95M	Sell	43,757 -989	-2%	-$41.7K	0.31%	78
2024 Q2	$1.72M	Buy	44,746 +846	+2%	+$31.9K	0.29%	83
2024 Q1	$1.74M	Buy	43,900 +7,642	+21%	+$297K	0.33%	78
2023 Q4	$1.47M	Buy	+36,258	New	+$1.3M	0.33%	73

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

Premier Path Wealth Partners's XLRE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $188K and leaving 35,683 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #117.

Premier Path Wealth Partners first reported a position in XLRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Premier Path Wealth Partners held 35,683 shares of State Street Real Estate Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Premier Path Wealth Partners sold 4,265 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $188K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Premier Path Wealth Partners's portfolio in Q2 2026, its #117 holding.
Premier Path Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $2.04M in Q3 2025.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.