Spahn Wealth & Retirement’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Spahn Wealth & Retirement’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	$649K	Sell	14,733 -54,004	-79%	-$2.37M	0.42%	27
2026 Q1	$2.81M	Buy	+68,737	New	+$2.88M	3.57%	15

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

Spahn Wealth & Retirement's XLRE Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 79% in Q2 2026, selling an estimated $2.37M and leaving 14,733 shares worth $649K. The position accounts for 0.42% of the portfolio, ranked #27.

Spahn Wealth & Retirement first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.81M in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Spahn Wealth & Retirement held 14,733 shares of State Street Real Estate Select Sector SPDR ETF worth $649K as of Q2 2026.
Spahn Wealth & Retirement sold 54,004 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.37M.
State Street Real Estate Select Sector SPDR ETF made up 0.42% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #27 holding.
Spahn Wealth & Retirement first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Spahn Wealth & Retirement's State Street Real Estate Select Sector SPDR ETF position peaked at $2.81M in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.