RWA Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RWA Wealth Partners’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	$6.59M	Buy	+149,558	New	+$6.58M	0.06%	151
2024 Q4	–	Sell	-24,854	Closed	-$1.11M	–	599
2024 Q3	$1.11M	Buy	+24,854	New	+$1.05M	0.01%	313
2022 Q1	–	Sell	-26,511	Closed	-$1.37M	–	277
2021 Q4	$1.37M	Buy	26,511 +2,816	+12%	+$135K	0.09%	116
2021 Q3	$1.05M	Buy	23,695 +647	+3%	+$30.1K	0.08%	121
2021 Q2	$1.02M	Buy	+23,048	New	+$988K	0.08%	123
2018 Q3	–	Sell	-52	Closed	-$2K	–	711
2018 Q2	$2K	Buy	+52	New	+$1.63K	﹤0.01%	759

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

RWA Wealth Partners's XLRE Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 149,558 shares worth $6.59M. The stake represents 0.06% of the portfolio and ranks #151 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in XLRE as recently as Q3 2024.

RWA Wealth Partners first reported a position in XLRE in Q2 2018 and has held it in 6 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

RWA Wealth Partners held 149,558 shares of State Street Real Estate Select Sector SPDR ETF worth $6.59M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new RWA Wealth Partners position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of RWA Wealth Partners's portfolio in Q2 2026, its #151 holding.
RWA Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 6 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.