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

Simplicity 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 		$1.55M Buy
+35,133
New +$1.54M 0.05% 329
2024
Q3 		– Sell
-26,763
Closed -$1.03M – 1238
2024
Q2 		$1.03M Buy
26,763
+111
+0.4% +$4.18K 0.02% 519
2024
Q1 		$1.05M Buy
+26,652
New +$1.04M 0.03% 502

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

Simplicity Wealth's XLRE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 35,133 shares worth $1.55M. The stake represents 0.05% of the portfolio and ranks #329 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in XLRE as recently as Q2 2024.

Simplicity Wealth first reported a position in XLRE in Q1 2024 and has held it in 3 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Simplicity Wealth held 35,133 shares of State Street Real Estate Select Sector SPDR ETF worth $1.55M as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Simplicity Wealth position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #329 holding.
  • Simplicity Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.