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

Tanglewood 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	$1.22M	Hold	27,682	–	–	0.1%	26
2026 Q1	$1.13M	Buy	+27,682	New	+$1.16M	0.09%	24
2025 Q4	–	Sell	-19,128	Closed	-$806K	–	41
2025 Q3	$806K	Buy	19,128 +4,695	+33%	+$196K	0.07%	25
2025 Q2	$598K	Buy	+14,433	New	+$593K	0.06%	30
2024 Q4	–	Sell	-242,139	Closed	-$10.8M	–	38
2024 Q3	$10.8M	Buy	+242,139	New	+$10.2M	1.25%	16

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

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

Tanglewood Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 27,682 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #26.

Tanglewood Wealth Management first reported a position in XLRE in Q3 2024 and has held it in 5 quarters since. The position peaked at $10.8M in Q3 2024. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Tanglewood Wealth Management held 27,682 shares of State Street Real Estate Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Tanglewood Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.1% of Tanglewood Wealth Management's portfolio in Q2 2026, its #26 holding.
Tanglewood Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
Tanglewood Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $10.8M in Q3 2024.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.