RWA
XLRE icon

Roberts Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Roberts Wealth Advisors’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 		$408K Sell
9,267
-2,226
-19% -$97.9K 0.09% 91
2026
Q1 		$469K Buy
11,493
+267
+2% +$11.2K 0.12% 83
2025
Q4 		$453K Buy
11,226
+1,957
+21% +$80.5K 0.12% 81
2025
Q3 		$391K Buy
9,269
+160
+2% +$6.69K 0.1% 86
2025
Q2 		$377K Buy
9,109
+259
+3% +$10.6K 0.11% 81
2025
Q1 		$370K Sell
8,850
-59
-0.7% -$2.46K 0.11% 85
2024
Q4 		$358K Sell
8,909
-220
-2% -$9.52K 0.11% 83
2024
Q3 		$396K Buy
9,129
+319
+4% +$13.4K 0.13% 79
2024
Q2 		$338K Sell
8,810
-314
-3% -$11.8K 0.12% 80
2024
Q1 		$334K Buy
+9,124
New +$355K 0.12% 80
2023
Q4 		– Sell
-8,542
Closed -$296K – 88
2023
Q3 		$296K Sell
8,542
-2,160
-20% -$79.9K 0.13% 78
2023
Q2 		$403K Sell
10,702
-857
-7% -$31.6K 0.18% 69
2023
Q1 		$428K Sell
11,559
-414
-3% -$15.9K 0.2% 71
2022
Q4 		$444K Buy
11,973
+4,023
+51% +$148K 0.21% 72
2022
Q3 		$281K Buy
7,950
+184
+2% +$7.71K 0.14% 72
2022
Q2 		$320K Buy
7,766
+30
+0.4% +$1.34K 0.14% 78
2022
Q1 		$381K Buy
7,736
+187
+2% +$8.77K 0.15% 81
2021
Q4 		$387K Buy
7,549
+210
+3% +$10.1K 0.14% 80
2021
Q3 		$326K Buy
+7,339
New +$341K 0.13% 83

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

Roberts Wealth Advisors's XLRE Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 19% in Q2 2026, selling an estimated $97.9K and leaving 9,267 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #91.

Roberts Wealth Advisors first reported a position in XLRE in Q3 2021 and has held it in 19 quarters since. The position peaked at $469K in Q1 2026. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Roberts Wealth Advisors held 9,267 shares of State Street Real Estate Select Sector SPDR ETF worth $408K as of Q2 2026.
  • Roberts Wealth Advisors sold 2,226 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $97.9K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Roberts Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $469K in Q1 2026.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.