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Planning Strategies Inc.’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Planning Strategies Inc.’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 		$50.5K Buy
+1,147
New +$50.4K 0.03% 154

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FMI
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AOI
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Wealth Enhancement Advisory Services
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PWM
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CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
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BP
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Planning Strategies Inc.'s XLRE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2026: 1,147 shares worth $50.5K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

302 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Planning Strategies Inc. held 1,147 shares of State Street Real Estate Select Sector SPDR ETF worth $50.5K as of Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #154 holding.
  • 302 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.