Wagner Wealth Management (South Carolina)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wagner Wealth Management (South Carolina)’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	$7.88K	Buy	+179	New	+$7.87K	﹤0.01%	236
2023 Q2	–	Sell	-27	Closed	-$1.01K	–	234
2023 Q1	$1.01K	Sell	27 -20	-43%	-$768	﹤0.01%	204
2022 Q4	$1.74K	Sell	47 -41	-47%	-$1.51K	﹤0.01%	212
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	590
2022 Q2	$4K	Sell	88 -88	-50%	-$3.92K	﹤0.01%	565
2022 Q1	$8K	Buy	176 +88	+100%	+$4.13K	0.01%	187
2021 Q4	$5K	Hold	88	–	–	﹤0.01%	580
2021 Q3	$4K	Buy	88 +41	+87%	+$1.91K	﹤0.01%	569
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	649
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	613
2020 Q4	$2K	Buy	+47	New	+$1.71K	﹤0.01%	204
2018 Q3	$9K	Sell	276 -20	-7%	-$664	0.01%	434
2018 Q2	$10K	Hold	296	–	–	0.01%	404
2018 Q1	$9K	Sell	296 -95	-24%	-$2.95K	0.01%	383
2017 Q4	$12K	Buy	+391	New	+$12.9K	0.01%	383

Other funds holding XLRE

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DJFS

Dean Jacobson Financial Services Fort Worth, Texas $182M AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLRE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 179 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in XLRE as recently as Q1 2023.

Wagner Wealth Management (South Carolina) first reported a position in XLRE in Q4 2017 and has held it in 15 quarters since. The position peaked at $12K in Q4 2017. 386 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 179 shares of State Street Real Estate Select Sector SPDR ETF worth $7.88K as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #236 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 15 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Real Estate Select Sector SPDR ETF position peaked at $12K in Q4 2017.
386 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.