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

Rialto 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	$2.6K	Hold	59	–	–	﹤0.01%	1024
2026 Q1	$2.41K	Hold	59	–	–	﹤0.01%	801
2025 Q4	$2.38K	Hold	59	–	–	﹤0.01%	686
2025 Q3	$2.49K	Buy	+59	New	+$2.47K	﹤0.01%	610

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

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

Rialto Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 59 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Rialto Wealth Management first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Rialto Wealth Management held 59 shares of State Street Real Estate Select Sector SPDR ETF worth $2.6K as of Q2 2026.
Rialto 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 ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1024 holding.
Rialto Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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