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

Spire 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 		$2.61M Sell
59,276
-2,144
-3% -$94.3K 0.08% 223
2026
Q1 		$2.51M Sell
61,420
-7,962
-11% -$334K 0.09% 217
2025
Q4 		$2.8M Sell
69,382
-2,007
-3% -$82.6K 0.09% 195
2025
Q3 		$3.01M Buy
71,389
+20,058
+39% +$839K 0.1% 171
2025
Q2 		$2.12M Sell
51,331
-14,410
-22% -$592K 0.08% 215
2025
Q1 		$2.75M Sell
65,741
-36,071
-35% -$1.5M 0.09% 222
2024
Q4 		$4.14M Buy
101,812
+2,677
+3% +$116K 0.13% 145
2024
Q3 		$4.43M Sell
99,135
-14,319
-13% -$603K 0.15% 127
2024
Q2 		$4.35M Sell
113,454
-3,699
-3% -$139K 0.15% 139
2024
Q1 		$12.2M Sell
117,153
-851
-0.7% -$33.1K 0.22% 85
2023
Q4 		$4.57M Buy
118,004
+12,712
+12% +$456K 0.15% 153
2023
Q3 		$3.59M Buy
105,292
+14,624
+16% +$541K 0.14% 168
2023
Q2 		$3.42M Buy
90,668
+17,069
+23% +$630K 0.13% 162
2023
Q1 		$2.75M Buy
73,599
+71,728
+3,834% +$2.75M 0.11% 186
2022
Q4 		$69K Buy
1,871
+16
+0.9% +$591 ﹤0.01% 878
2022
Q3 		$67K Sell
1,855
-567
-23% -$23.8K ﹤0.01% 853
2022
Q2 		$99K Sell
2,422
-1,716
-41% -$76.5K ﹤0.01% 1041
2022
Q1 		$200K Sell
4,138
-1,328
-24% -$62.2K 0.01% 904
2021
Q4 		$283K Buy
5,466
+1,718
+46% +$82.7K 0.01% 935
2021
Q3 		$167K Sell
3,748
-197
-5% -$9.15K ﹤0.01% 992
2021
Q2 		$175K Sell
3,945
-146
-4% -$6.26K ﹤0.01% 980
2021
Q1 		$162K Buy
+4,091
New +$154K ﹤0.01% 1161

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

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

Spire Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.5% in Q2 2026, selling an estimated $94.3K and leaving 59,276 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #223.

Spire Wealth Management first reported a position in XLRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.2M in Q1 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Spire Wealth Management held 59,276 shares of State Street Real Estate Select Sector SPDR ETF worth $2.61M as of Q2 2026.
  • Spire Wealth Management sold 2,144 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $94.3K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Spire Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $12.2M in Q1 2024.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.