Prestige Wealth Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Prestige Wealth Management Group’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	$79.2K	Sell	1,799 -2,326	-56%	-$102K	0.01%	229
2026 Q1	$168K	Buy	+4,125	New	+$173K	0.03%	168
2025 Q4	–	Sell	-4,500	Closed	-$190K	–	1035
2025 Q3	$190K	Buy	4,500 +676	+18%	+$28.3K	0.04%	176
2025 Q2	$158K	Buy	3,824 +218	+6%	+$8.95K	0.03%	178
2025 Q1	$151K	Buy	3,606 +265	+8%	+$11K	0.03%	169
2024 Q4	$136K	Buy	3,341 +871	+35%	+$37.7K	0.03%	178
2024 Q3	$110K	Buy	+2,470	New	+$104K	0.02%	186
2024 Q2	–	Sell	-2,704	Closed	-$107K	–	1036
2024 Q1	$107K	Sell	2,704 -300,496	-99%	-$11.7M	0.02%	195
2023 Q4	$12.1M	Buy	+303,200	New	+$10.9M	2.76%	10
2023 Q2	–	Sell	-266,436	Closed	-$9.96M	–	1101
2023 Q1	$9.96M	Buy	266,436 +11,973	+5%	+$460K	2.5%	10
2022 Q4	$9.4M	Buy	+254,463	New	+$9.39M	2.45%	13
2021 Q1	–	Sell	-9	Closed	–	–	1052
2020 Q4	$0	Sell	9 -26,757	-100%	-$971K	﹤0.01%	1054
2020 Q3	$944K	Buy	26,766 +1,954	+8%	+$69.6K	0.29%	44
2020 Q2	$864K	Buy	24,812 +5,551	+29%	+$188K	0.3%	38
2020 Q1	$597K	Buy	+19,261	New	+$719K	0.25%	44

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

Prestige Wealth Management Group's XLRE Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 56% in Q2 2026, selling an estimated $102K and leaving 1,799 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #229.

Prestige Wealth Management Group first reported a position in XLRE in Q1 2020 and has held it in 15 quarters since. The position peaked at $12.1M in Q4 2023. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Prestige Wealth Management Group held 1,799 shares of State Street Real Estate Select Sector SPDR ETF worth $79.2K as of Q2 2026.
Prestige Wealth Management Group sold 2,326 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #229 holding.
Prestige Wealth Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 15 quarters since.
Prestige Wealth Management Group's State Street Real Estate Select Sector SPDR ETF position peaked at $12.1M in Q4 2023.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.