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

Provident Wealth 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	$77.1K	Hold	1,750	–	–	0.02%	123
2026 Q1	$71.5K	Hold	1,750	–	–	0.02%	111
2025 Q4	$70.6K	Hold	1,750	–	–	0.02%	117
2025 Q3	$73.7K	Hold	1,750	–	–	0.02%	114
2025 Q2	$72.5K	Hold	1,750	–	–	0.02%	110
2025 Q1	$73.2K	Buy	+1,750	New	+$72.9K	0.03%	103

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

Provident Wealth Management's XLRE Position: Q2 2026 in Review

Provident Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 1,750 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #123.

Provident Wealth Management first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Provident Wealth Management held 1,750 shares of State Street Real Estate Select Sector SPDR ETF worth $77.1K as of Q2 2026.
Provident Wealth Management 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 0.02% of Provident Wealth Management's portfolio in Q2 2026, its #123 holding.
Provident Wealth 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.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.