Sequent Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sequent Planning’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	$594K	Buy	13,501 +1,405	+12%	+$61.8K	0.13%	131
2026 Q1	$494K	Buy	12,096 +2,003	+20%	+$83.9K	0.12%	135
2025 Q4	$407K	Buy	10,093 +2,402	+31%	+$98.9K	0.1%	137
2025 Q3	$324K	Buy	+7,691	New	+$322K	0.09%	153

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

Sequent Planning's XLRE Position: Q2 2026 in Review

Sequent Planning increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q2 2026, buying an estimated $61.8K and bringing the position to 13,501 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #131.

Sequent Planning first reported a position in XLRE in Q3 2025 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Sequent Planning held 13,501 shares of State Street Real Estate Select Sector SPDR ETF worth $594K as of Q2 2026.
Sequent Planning bought 1,405 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $61.8K.
State Street Real Estate Select Sector SPDR ETF made up 0.13% of Sequent Planning's portfolio in Q2 2026, its #131 holding.
Sequent Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.