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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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. 122 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.
122 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.