Woodard & Company Asset Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Woodard & Company Asset Management 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	$4.89K	Hold	111	–	–	﹤0.01%	164
2026 Q1	$4.53K	Hold	111	–	–	﹤0.01%	169
2025 Q4	$4.48K	Buy	+111	New	+$4.57K	﹤0.01%	165
2025 Q2	–	Sell	-111	Closed	-$4.64K	–	152
2025 Q1	$4.64K	Buy	+111	New	+$4.62K	﹤0.01%	136

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

Woodard & Company Asset Management Group's XLRE Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 111 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Woodard & Company Asset Management Group first reported a position in XLRE in Q1 2025 and has held it in 4 quarters since. 805 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Woodard & Company Asset Management Group held 111 shares of State Street Real Estate Select Sector SPDR ETF worth $4.89K as of Q2 2026.
Woodard & Company Asset Management Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #164 holding.
Woodard & Company Asset Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
805 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.