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

Talisman Wealth 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 		– Sell
-18,795
Closed -$767K – 148
2026
Q1 		$767K Sell
18,795
-3,908
-17% -$164K 0.62% 44
2025
Q4 		$918K Buy
22,703
+851
+4% +$35K 0.71% 41
2025
Q3 		$921K Buy
21,852
+729
+3% +$30.5K 0.76% 37
2025
Q2 		$875K Buy
21,123
+306
+1% +$12.6K 0.8% 34
2025
Q1 		$871K Buy
20,817
+1,137
+6% +$47.4K 0.89% 29
2024
Q4 		$800K Buy
19,680
+924
+5% +$40K 0.85% 35
2024
Q3 		$831K Buy
18,756
+3,039
+19% +$128K 0.88% 34
2024
Q2 		$604K Buy
15,717
+289
+2% +$10.9K 0.7% 40
2024
Q1 		$610K Buy
15,428
+4,878
+46% +$190K 0.77% 40
2023
Q4 		$423K Buy
10,550
+1,930
+22% +$69.3K 0.63% 47
2023
Q3 		$294K Buy
8,620
+1,484
+21% +$54.9K 0.51% 63
2023
Q2 		$269K Buy
+7,136
New +$263K 0.46% 68

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

Talisman Wealth Advisors's XLRE Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 18,795 shares — an estimated $767K sold.

Talisman Wealth Advisors first reported a position in XLRE in Q2 2023 and held it in 12 quarters. The position peaked at $921K in Q3 2025. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 18,795 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $767K.
  • Talisman Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 12 quarters.
  • Talisman Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $921K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.