Solano Wealth Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Solano Wealth Investment Advisors’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	$8.41M	Sell	190,902 -1,089	-0.6%	-$47.9K	3.83%	13
2026 Q1	$7.84M	Buy	191,991 +11,201	+6%	+$469K	3.91%	12
2025 Q4	$7.29M	Buy	180,790 +5,435	+3%	+$224K	3.62%	14
2025 Q3	$7.39M	Buy	175,355 +6,653	+4%	+$278K	3.56%	14
2025 Q2	$6.99M	Buy	168,702 +15,627	+10%	+$642K	3.59%	14
2025 Q1	$6.41M	Buy	153,075 +8,447	+6%	+$352K	3.96%	12
2024 Q4	$5.88M	Buy	+144,628	New	+$6.26M	3.54%	14

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

Solano Wealth Investment Advisors's XLRE Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.57% in Q2 2026, selling an estimated $47.9K and leaving 190,902 shares worth $8.41M. The position accounts for 3.83% of the portfolio, ranked #13.

Solano Wealth Investment Advisors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Solano Wealth Investment Advisors held 190,902 shares of State Street Real Estate Select Sector SPDR ETF worth $8.41M as of Q2 2026.
Solano Wealth Investment Advisors sold 1,089 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $47.9K.
State Street Real Estate Select Sector SPDR ETF made up 3.83% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #13 holding.
Solano Wealth Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.