RW
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RVW Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RVW Wealth’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 		$345K Hold
7,846
– – 0.02% 129
2026
Q1 		$320K Hold
7,846
– – 0.03% 136
2025
Q4 		$317K Hold
7,846
– – 0.02% 136
2025
Q3 		$331K Hold
7,846
– – 0.03% 137
2025
Q2 		$325K Hold
7,846
– – 0.03% 135
2025
Q1 		$328K Hold
7,846
– – 0.03% 120
2024
Q4 		$319K Sell
7,846
-5,517
-41% -$239K 0.03% 120
2024
Q3 		$597K Sell
13,363
-204
-2% -$8.6K 0.06% 85
2024
Q2 		$521K Sell
13,567
-14,673
-52% -$553K 0.05% 89
2024
Q1 		$1.12M Sell
28,240
-496
-2% -$19.3K 0.11% 63
2023
Q4 		$1.15M Sell
28,736
-299
-1% -$10.7K 0.13% 65
2023
Q3 		$989K Sell
29,035
-635
-2% -$23.5K 0.12% 68
2023
Q2 		$1.12M Sell
29,670
-1,633
-5% -$60.2K 0.13% 66
2023
Q1 		$1.17M Sell
31,303
-272
-0.9% -$10.4K 0.15% 68
2022
Q4 		$1.17M Buy
31,575
+213
+0.7% +$7.86K 0.15% 68
2022
Q3 		$1.13M Hold
31,362
– – 0.16% 70
2022
Q2 		$1.28M Hold
31,362
– – 0.17% 70
2022
Q1 		$1.51M Buy
31,362
+59
+0.2% +$2.77K 0.18% 61
2021
Q4 		$1.62M Hold
31,303
– – 0.18% 58
2021
Q3 		$1M Hold
31,303
– – 0.12% 85
2021
Q2 		$1M Sell
31,303
-4,664
-13% -$200K 0.13% 77
2021
Q1 		$1M Hold
35,967
– – 0.13% 102
2020
Q4 		$1M Sell
35,967
-2,076
-5% -$75.3K 0.15% 94
2020
Q3 		$1.34M Sell
38,043
-6,146
-14% -$219K 0.23% 55
2020
Q2 		$1.54M Buy
44,189
+2,589
+6% +$87.5K 0.28% 50
2020
Q1 		$1.29M Buy
+41,600
New +$1.55M 0.3% 54

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

RVW Wealth's XLRE Position: Q2 2026 in Review

RVW Wealth held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 7,846 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #129.

RVW Wealth first reported a position in XLRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2021. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • RVW Wealth held 7,846 shares of State Street Real Estate Select Sector SPDR ETF worth $345K as of Q2 2026.
  • RVW Wealth 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 0.02% of RVW Wealth's portfolio in Q2 2026, its #129 holding.
  • RVW Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • RVW Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $1.62M in Q4 2021.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.