RPg Family Wealth Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RPg Family Wealth Advisory’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	$3.08M	Buy	69,863 +6,847	+11%	+$301K	0.51%	67
2026 Q1	$2.57M	Buy	+63,016	New	+$2.64M	0.54%	67
2025 Q1	–	Sell	-45,304	Closed	-$1.84M	–	114
2024 Q4	$1.84M	Buy	45,304 +7,450	+20%	+$322K	0.65%	47
2024 Q3	$1.69M	Buy	37,854 +2,763	+8%	+$116K	0.55%	55
2024 Q2	$1.35M	Buy	35,091 +1,790	+5%	+$67.4K	0.44%	67
2024 Q1	$1.32M	Buy	33,301 +161	+0.5%	+$6.26K	0.42%	69
2023 Q4	$1.33M	Sell	33,140 -244	-0.7%	-$8.76K	0.49%	63
2023 Q3	$1.14M	Buy	+33,384	New	+$1.24M	0.47%	60
2019 Q2	–	Sell	-328	Closed	-$11.9K	–	304
2019 Q1	$11.9K	Buy	+328	New	+$11.2K	0.01%	274

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

RPg Family Wealth Advisory's XLRE Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, buying an estimated $301K and bringing the position to 69,863 shares worth $3.08M. The position accounts for 0.51% of the portfolio, ranked #67.

RPg Family Wealth Advisory first reported a position in XLRE in Q1 2019 and has held it in 9 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

RPg Family Wealth Advisory held 69,863 shares of State Street Real Estate Select Sector SPDR ETF worth $3.08M as of Q2 2026.
RPg Family Wealth Advisory bought 6,847 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $301K.
State Street Real Estate Select Sector SPDR ETF made up 0.51% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #67 holding.
RPg Family Wealth Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 9 quarters since.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.