Private Wealth Advisors (California)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Private Wealth Advisors (California)’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	$683K	Sell	15,502 -2,550	-14%	-$112K	0.17%	64
2026 Q1	$737K	Sell	18,052 -27,697	-61%	-$1.16M	0.21%	69
2025 Q4	$1.85M	Buy	45,749 +883	+2%	+$36.3K	0.59%	48
2025 Q3	$1.89M	Sell	44,866 -53,471	-54%	-$2.24M	0.64%	43
2025 Q2	$4.07M	Sell	98,337 -540	-0.5%	-$22.2K	1.5%	24
2025 Q1	$4.14M	Buy	98,877 +491	+0.5%	+$20.5K	1.5%	25
2024 Q4	$4M	Sell	98,386 -580	-0.6%	-$25.1K	1.57%	24
2024 Q3	$4.39M	Sell	98,966 -903	-0.9%	-$38K	1.68%	26
2024 Q2	$3.8M	Buy	99,869 +2,636	+3%	+$99.3K	1.46%	25
2024 Q1	$3.84M	Sell	97,233 -4,796	-5%	-$187K	1.56%	24
2023 Q4	$4.09M	Buy	+102,029	New	+$3.66M	1.59%	24
2020 Q1	–	Sell	-76,137	Closed	-$2.94M	–	80
2019 Q4	$2.94M	Buy	+76,137	New	+$2.95M	1.69%	18

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

Private Wealth Advisors (California)'s XLRE Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q2 2026, selling an estimated $112K and leaving 15,502 shares worth $683K. The position accounts for 0.17% of the portfolio, ranked #64.

Private Wealth Advisors (California) first reported a position in XLRE in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.39M in Q3 2024. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Private Wealth Advisors (California) held 15,502 shares of State Street Real Estate Select Sector SPDR ETF worth $683K as of Q2 2026.
Private Wealth Advisors (California) sold 2,550 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Real Estate Select Sector SPDR ETF made up 0.17% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #64 holding.
Private Wealth Advisors (California) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Private Wealth Advisors (California)'s State Street Real Estate Select Sector SPDR ETF position peaked at $4.39M in Q3 2024.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.