Whitaker-Myers Wealth Managers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.51M	Buy	+34,370	New	+$1.51M	0.25%	61
2024 Q4	–	Sell	-14,566	Closed	-$651K	–	141
2024 Q3	$651K	Buy	+14,566	New	+$614K	0.22%	51

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

Whitaker-Myers Wealth Managers's XLRE Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 34,370 shares worth $1.51M. The stake represents 0.25% of the portfolio and ranks #61 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in XLRE as recently as Q3 2024.

Whitaker-Myers Wealth Managers first reported a position in XLRE in Q3 2024 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Whitaker-Myers Wealth Managers held 34,370 shares of State Street Real Estate Select Sector SPDR ETF worth $1.51M as of Q2 2026.
State Street Real Estate Select Sector SPDR ETF was a new Whitaker-Myers Wealth Managers position in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #61 holding.
Whitaker-Myers Wealth Managers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
800 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.