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

Rooted 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	$232K	Buy	5,261 +40	+0.8%	+$1.76K	0.06%	131
2026 Q1	$233K	Hold	5,221	–	–	0.06%	135
2025 Q4	$216K	Hold	5,221	–	–	0.06%	130
2025 Q3	$220K	Sell	5,221 -89	-2%	-$3.72K	0.07%	119
2025 Q2	$221K	Hold	5,310	–	–	0.08%	101
2025 Q1	$207K	Sell	5,310 -7	-0.1%	-$292	0.09%	90
2024 Q4	$213K	Sell	5,317 -1,153	-18%	-$49.9K	0.08%	91
2024 Q3	$280K	Sell	6,470 -721	-10%	-$30.4K	0.12%	78
2024 Q2	$292K	Buy	7,191 +125	+2%	+$4.71K	0.13%	72
2024 Q1	$271K	Buy	7,066 +619	+10%	+$24.1K	0.13%	69
2023 Q4	$246K	Buy	+6,447	New	+$232K	0.13%	67
2023 Q3	–	Sell	-39,625	Closed	-$1.51M	–	86
2023 Q2	$1.51M	Buy	+39,625	New	+$1.46M	1.02%	26

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

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

Rooted Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.77% in Q2 2026, buying an estimated $1.76K and bringing the position to 5,261 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #131.

Rooted Wealth Advisors first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2023. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Rooted Wealth Advisors held 5,261 shares of State Street Real Estate Select Sector SPDR ETF worth $232K as of Q2 2026.
Rooted Wealth Advisors bought 40 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $1.76K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Rooted Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Rooted Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.51M in Q2 2023.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.