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

Surience Private 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 		$4.5M Sell
102,287
-7,539
-7% -$332K 3.96% 7
2026
Q1 		$4.48M Buy
+109,826
New +$4.6M 4.81% 6

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

Surience Private Wealth's XLRE Position: Q2 2026 in Review

Surience Private Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.9% in Q2 2026, selling an estimated $332K and leaving 102,287 shares worth $4.5M. The position accounts for 3.96% of the portfolio, ranked #7.

Surience Private Wealth first reported a position in XLRE in Q1 2026 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Surience Private Wealth held 102,287 shares of State Street Real Estate Select Sector SPDR ETF worth $4.5M as of Q2 2026.
  • Surience Private Wealth sold 7,539 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $332K.
  • State Street Real Estate Select Sector SPDR ETF made up 3.96% of Surience Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Surience Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.