Sovereign Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sovereign Financial Group’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	$285K	Buy	+6,471	New	+$285K	0.04%	305

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

Sovereign Financial Group's XLRE Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 6,471 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings.

798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Sovereign Financial Group held 6,471 shares of State Street Real Estate Select Sector SPDR ETF worth $285K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Sovereign Financial Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #305 holding.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.