Vertex Planning Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vertex Planning Partners’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	$319K	Buy	+7,255	New	+$319K	0.05%	122
2023 Q4	–	Sell	-7,186	Closed	-$245K	–	157
2023 Q3	$245K	Sell	7,186 -3,933	-35%	-$146K	0.08%	119
2023 Q2	$419K	Buy	11,119 +765	+7%	+$28.2K	0.14%	76
2023 Q1	$387K	Sell	10,354 -6,703	-39%	-$257K	0.15%	75
2022 Q4	$630K	Buy	+17,057	New	+$630K	0.25%	56

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

Vertex Planning Partners's XLRE Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 7,255 shares worth $319K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in XLRE as recently as Q3 2023.

Vertex Planning Partners first reported a position in XLRE in Q4 2022 and has held it in 5 quarters since. The position peaked at $630K in Q4 2022. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Vertex Planning Partners held 7,255 shares of State Street Real Estate Select Sector SPDR ETF worth $319K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Vertex Planning Partners position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #122 holding.
Vertex Planning Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
Vertex Planning Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $630K in Q4 2022.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.