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

Triangle Securities 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	–	Sell	-53,931	Closed	-$2.2M	–	221
2026 Q1	$2.2M	Buy	53,931 +2,341	+5%	+$98.1K	0.5%	60
2025 Q4	$2.08M	Sell	51,590 -2,395	-4%	-$98.6K	0.44%	61
2025 Q3	$2.27M	Sell	53,985 -46,275	-46%	-$1.94M	0.51%	60
2025 Q2	$4.17M	Buy	100,260 +50,163	+100%	+$2.06M	1.03%	28
2025 Q1	$2.1M	Buy	50,097 +3,138	+7%	+$131K	0.54%	60
2024 Q4	$1.91M	Buy	46,959 +7,761	+20%	+$336K	0.49%	59
2024 Q3	$1.75M	Buy	39,198 +24,213	+162%	+$1.02M	0.45%	62
2024 Q2	$576K	Buy	+14,985	New	+$564K	0.16%	138

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

Triangle Securities Wealth Management's XLRE Position: Q2 2026 in Review

Triangle Securities Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026, closing a stake of 53,931 shares — an estimated $2.2M sold.

Triangle Securities Wealth Management first reported a position in XLRE in Q2 2024 and held it in 8 quarters. The position peaked at $4.17M in Q2 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Triangle Securities Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Triangle Securities Wealth Management sold 53,931 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $2.2M.
Triangle Securities Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 8 quarters.
Triangle Securities Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $4.17M in Q2 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.