Turning Point Benefit Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Turning Point Benefit Group’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	$253K	Buy	+5,738	New	+$252K	0.11%	95
2026 Q1	–	Sell	-3,094	Closed	-$125K	–	813
2025 Q4	$125K	Sell	3,094 -252	-8%	-$10.4K	0.07%	115
2025 Q3	$141K	Buy	+3,346	New	+$140K	0.09%	99

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

Turning Point Benefit Group's XLRE Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 5,738 shares worth $253K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in XLRE as recently as Q4 2025.

Turning Point Benefit Group first reported a position in XLRE in Q3 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Turning Point Benefit Group held 5,738 shares of State Street Real Estate Select Sector SPDR ETF worth $253K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Turning Point Benefit Group position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.11% of Turning Point Benefit Group's portfolio in Q2 2026, its #95 holding.
Turning Point Benefit Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.