Retirement Planning Company of New England’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Retirement Planning Company of New England’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	$507K	Buy	11,525 +47	+0.4%	+$2.07K	0.18%	139
2026 Q1	$469K	Buy	11,478 +42	+0.4%	+$1.76K	0.19%	136
2025 Q4	$461K	Sell	11,436 -992	-8%	-$40.8K	0.19%	137
2025 Q3	$524K	Buy	12,428 +119	+1%	+$4.98K	0.21%	127
2025 Q2	$510K	Buy	12,309 +344	+3%	+$14.1K	0.23%	128
2025 Q1	$501K	Buy	11,965 +103	+0.9%	+$4.29K	0.25%	117
2024 Q4	$482K	Buy	11,862 +762	+7%	+$33K	0.23%	121
2024 Q3	$496K	Sell	11,100 -64	-0.6%	-$2.7K	0.25%	120
2024 Q2	$429K	Buy	11,164 +1,228	+12%	+$46.3K	0.23%	123
2024 Q1	$393K	Buy	9,936 +892	+10%	+$34.7K	0.22%	136
2023 Q4	$362K	Buy	+9,044	New	+$325K	0.16%	148
2023 Q3	–	Sell	-5,378	Closed	-$203K	–	238
2023 Q2	$203K	Buy	+5,378	New	+$198K	0.12%	210
2022 Q1	–	Sell	-561	Closed	-$29K	–	909
2021 Q4	$29K	Buy	+561	New	+$27K	0.01%	483

Other funds holding XLRE

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's XLRE Position: Q2 2026 in Review

Retirement Planning Company of New England increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.41% in Q2 2026, buying an estimated $2.07K and bringing the position to 11,525 shares worth $507K. The position accounts for 0.18% of the portfolio, ranked #139.

Retirement Planning Company of New England first reported a position in XLRE in Q4 2021 and has held it in 13 quarters since. The position peaked at $524K in Q3 2025. 630 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Retirement Planning Company of New England held 11,525 shares of State Street Real Estate Select Sector SPDR ETF worth $507K as of Q2 2026.
Retirement Planning Company of New England bought 47 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.07K.
State Street Real Estate Select Sector SPDR ETF made up 0.18% of Retirement Planning Company of New England's portfolio in Q2 2026, its #139 holding.
Retirement Planning Company of New England first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Retirement Planning Company of New England's State Street Real Estate Select Sector SPDR ETF position peaked at $524K in Q3 2025.
630 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.