Wealth Enhancement Advisory Services
XLRE icon

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

Wealth Enhancement Advisory Services’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 		$19M Buy
428,008
+15,382
+4% +$676K 0.03% 452
2026
Q1 		$17.2M Sell
412,626
-240,290
-37% -$10.1M 0.04% 439
2025
Q4 		$26.6M Buy
652,916
+38,941
+6% +$1.6M 0.04% 403
2025
Q3 		$25.5M Buy
613,975
+19,184
+3% +$803K 0.04% 392
2025
Q2 		$24.9M Buy
594,791
+7,915
+1% +$325K 0.04% 367
2025
Q1 		$24.6M Buy
586,876
+14,673
+3% +$611K 0.05% 344
2024
Q4 		$23.3M Buy
572,203
+93,783
+20% +$4.06M 0.04% 344
2024
Q3 		$21.4M Buy
478,420
+149,070
+45% +$6.28M 0.05% 338
2024
Q2 		$12.7M Buy
329,350
+76,703
+30% +$2.89M 0.03% 421
2024
Q1 		$9.99M Sell
252,647
-56,043
-18% -$2.18M 0.03% 475
2023
Q4 		$12.4M Sell
308,690
-83,993
-21% -$3.02M 0.04% 383
2023
Q3 		$13.4M Buy
+392,683
New +$14.5M 0.04% 349
2023
Q2 		– Sell
-26,793
Closed -$1M – 573
2023
Q1 		$1M Buy
26,793
+18,185
+211% +$698K 0.01% 303
2022
Q4 		$343K Buy
8,608
+179
+2% +$6.61K ﹤0.01% 289
2022
Q3 		$291K Sell
8,429
-164,242
-95% -$6.88M ﹤0.01% 298
2022
Q2 		$7.12M Buy
172,671
+167,495
+3,236% +$7.47M 0.1% 103
2022
Q1 		$254K Buy
+5,176
New +$243K ﹤0.01% 295

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's XLRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.7% in Q2 2026, buying an estimated $676K and bringing the position to 428,008 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #452.

Wealth Enhancement Advisory Services first reported a position in XLRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $26.6M in Q4 2025. 122 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 428,008 shares of State Street Real Estate Select Sector SPDR ETF worth $19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,382 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $676K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #452 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $26.6M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.