Wealth Alliance Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealth Alliance Advisory 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	$1.01M	Sell	22,867 -19,341	-46%	-$850K	0.15%	82
2026 Q1	$1.72M	Buy	42,208 +5,051	+14%	+$212K	0.27%	67
2025 Q4	$1.5M	Buy	37,157 +4,900	+15%	+$202K	0.26%	69
2025 Q3	$1.36M	Buy	32,257 +5,798	+22%	+$243K	0.25%	71
2025 Q2	$1.1M	Buy	26,459 +2,186	+9%	+$89.8K	0.21%	73
2025 Q1	$1.02M	Buy	+24,273	New	+$1.01M	0.21%	73

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

Wealth Alliance Advisory Group's XLRE Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 46% in Q2 2026, selling an estimated $850K and leaving 22,867 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #82.

Wealth Alliance Advisory Group first reported a position in XLRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2026. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Wealth Alliance Advisory Group held 22,867 shares of State Street Real Estate Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Wealth Alliance Advisory Group sold 19,341 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $850K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #82 holding.
Wealth Alliance Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Alliance Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.72M in Q1 2026.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.