SWM
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SHP Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SHP Wealth Management’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 		$8.85K Buy
201
+172
+593% +$7.56K ﹤0.01% 1013
2026
Q1 		$1.18K Buy
+29
New +$1.22K ﹤0.01% 1413

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

SHP Wealth Management's XLRE Position: Q2 2026 in Review

SHP Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 593% in Q2 2026, buying an estimated $7.56K and bringing the position to 201 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

SHP Wealth Management first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • SHP Wealth Management held 201 shares of State Street Real Estate Select Sector SPDR ETF worth $8.85K as of Q2 2026.
  • SHP Wealth Management bought 172 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $7.56K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • SHP Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.