Primoris Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Primoris Wealth Advisors’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	$2.52M	Buy	+57,200	New	+$2.52M	1.15%	25
2024 Q4	–	Sell	-37,600	Closed	-$1.68M	–	111
2024 Q3	$1.68M	Buy	+37,600	New	+$1.58M	1.22%	28
2022 Q3	–	Sell	-7,250	Closed	-$296K	–	81
2022 Q2	$296K	Buy	+7,250	New	+$323K	0.43%	54

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

Primoris Wealth Advisors's XLRE Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 57,200 shares worth $2.52M. The stake represents 1.15% of the portfolio and ranks #25 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in XLRE as recently as Q3 2024.

Primoris Wealth Advisors first reported a position in XLRE in Q2 2022 and has held it in 3 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Primoris Wealth Advisors held 57,200 shares of State Street Real Estate Select Sector SPDR ETF worth $2.52M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Primoris Wealth Advisors position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 1.15% of Primoris Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Primoris Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.