Principia Wealth Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Principia Wealth Advisory’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	$88	Hold	2	–	–	﹤0.01%	1040
2026 Q1	$82	Hold	2	–	–	﹤0.01%	1023
2025 Q4	$81	Hold	2	–	–	﹤0.01%	985
2025 Q3	$84	Hold	2	–	–	﹤0.01%	946
2025 Q2	$83	Sell	2 -20	-91%	-$821	﹤0.01%	921
2025 Q1	$863	Buy	+22	New	+$916	﹤0.01%	433

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

Principia Wealth Advisory's XLRE Position: Q2 2026 in Review

Principia Wealth Advisory held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 2 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Principia Wealth Advisory first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $863 in Q1 2025. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Principia Wealth Advisory held 2 shares of State Street Real Estate Select Sector SPDR ETF worth $88 as of Q2 2026.
Principia Wealth Advisory left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1040 holding.
Principia Wealth Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $863 in Q1 2025.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.