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

Private Wealth Asset Management’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	$52K	Sell	1,181 -28	-2%	-$1.23K	0.01%	427
2026 Q1	$49.4K	Hold	1,209	–	–	0.01%	431
2025 Q4	$48.8K	Buy	1,209 +28	+2%	+$1.15K	0.01%	427
2025 Q3	$49.8K	Sell	1,181 -730	-38%	-$30.5K	0.01%	401
2025 Q2	$79.2K	Buy	1,911 +730	+62%	+$30K	0.01%	336
2025 Q1	$49.4K	Buy	+1,181	New	+$49.2K	0.01%	390

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 Asset Management's XLRE Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q2 2026, selling an estimated $1.23K and leaving 1,181 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #427.

Private Wealth Asset Management first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $79.2K in Q2 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Private Wealth Asset Management held 1,181 shares of State Street Real Estate Select Sector SPDR ETF worth $52K as of Q2 2026.
Private Wealth Asset Management sold 28 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.23K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #427 holding.
Private Wealth Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $79.2K in Q2 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.