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Prospera Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Prospera Financial Services’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 		$2.75M Buy
62,345
+1,672
+3% +$73.5K 0.04% 428
2026
Q1 		$2.48M Sell
60,673
-534
-0.9% -$22.4K 0.04% 441
2025
Q4 		$2.47M Buy
61,207
+1,066
+2% +$43.9K 0.04% 425
2025
Q3 		$2.53M Buy
60,141
+436
+0.7% +$18.2K 0.04% 422
2025
Q2 		$2.47M Sell
59,705
-533
-0.9% -$21.9K 0.05% 408
2025
Q1 		$2.52M Sell
60,238
-124,862
-67% -$5.2M 0.06% 336
2024
Q4 		$7.53M Buy
185,100
+102,668
+125% +$4.44M 0.18% 132
2024
Q3 		$3.68M Buy
82,432
+28,285
+52% +$1.19M 0.09% 240
2024
Q2 		$2.08M Sell
54,147
-196
-0.4% -$7.38K 0.06% 331
2024
Q1 		$2.15M Buy
+54,343
New +$2.11M 0.06% 316
2022
Q2 		– Sell
-767
Closed -$37K – 2640
2022
Q1 		$37K Buy
+767
New +$36K ﹤0.01% 1501
2020
Q4 		– Sell
-449
Closed -$16K – 1598
2020
Q3 		$16K Buy
+449
New +$16K 0.01% 974
2020
Q1 		– Sell
-8,891
Closed -$344K – 634
2019
Q4 		$344K Sell
8,891
-1,939
-18% -$75K 0.03% 452
2019
Q3 		$426K Buy
10,830
+575
+6% +$22.1K 0.04% 355
2019
Q2 		$377K Buy
+10,255
New +$375K 0.04% 351
2016
Q4 		– Sell
-7,968
Closed -$261K – 424
2016
Q3 		$261K Buy
+7,968
New +$267K 0.05% 295

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prospera Financial Services's XLRE Position: Q2 2026 in Review

Prospera Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.8% in Q2 2026, buying an estimated $73.5K and bringing the position to 62,345 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #428.

Prospera Financial Services first reported a position in XLRE in Q3 2016 and has held it in 16 quarters since. The position peaked at $7.53M in Q4 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Prospera Financial Services held 62,345 shares of State Street Real Estate Select Sector SPDR ETF worth $2.75M as of Q2 2026.
  • Prospera Financial Services bought 1,672 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $73.5K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #428 holding.
  • Prospera Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 16 quarters since.
  • Prospera Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $7.53M in Q4 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.