ABLE Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

ABLE Financial 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 Q3	$310K	Hold	7,577	–	–	0.05%	177
2026 Q2	$334K	Hold	7,577	–	–	0.06%	169
2026 Q1	$309K	Buy	+7,577	New	+$318K	0.06%	165
2025 Q3	–	Sell	-6,887	Closed	-$285K	–	218
2025 Q2	$285K	Buy	6,887 +1,006	+17%	+$41.3K	0.07%	164
2025 Q1	$246K	Buy	+5,881	New	+$245K	0.07%	171

Other funds holding XLRE

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

ABLE Financial Group's XLRE Position: Q3 2026 in Review

ABLE Financial Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2026 at 7,577 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #177.

ABLE Financial Group first reported a position in XLRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $334K in Q2 2026. 211 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

ABLE Financial Group held 7,577 shares of State Street Real Estate Select Sector SPDR ETF worth $310K as of Q3 2026.
ABLE Financial Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of ABLE Financial Group's portfolio in Q3 2026, its #177 holding.
ABLE Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
ABLE Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $334K in Q2 2026.
211 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.