ARG
XLRE icon

Advisory Resource Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advisory Resource 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 		$992K Buy
22,535
+1,376
+7% +$60.5K 0.15% 122
2026
Q1 		$864K Buy
21,159
+967
+5% +$40.5K 0.15% 118
2025
Q4 		$815K Buy
20,192
+729
+4% +$30K 0.14% 115
2025
Q3 		$820K Sell
19,463
-2,630
-12% -$110K 0.15% 118
2025
Q2 		$915K Buy
22,093
+1,454
+7% +$59.7K 0.18% 113
2025
Q1 		$864K Buy
20,639
+1,445
+8% +$60.2K 0.18% 115
2024
Q4 		$781K Buy
19,194
+10,818
+129% +$468K 0.17% 111
2024
Q3 		$374K Sell
8,376
-899
-10% -$37.9K 0.08% 128
2024
Q2 		$356K Sell
9,275
-246
-3% -$9.27K 0.08% 125
2024
Q1 		$376K Buy
9,521
+214
+2% +$8.32K 0.09% 127
2023
Q4 		$373K Buy
9,307
+293
+3% +$10.5K 0.09% 122
2023
Q3 		$307K Buy
9,014
+423
+5% +$15.7K 0.08% 127
2023
Q2 		$324K Sell
8,591
-5,955
-41% -$220K 0.09% 125
2023
Q1 		$544K Sell
14,546
-33,058
-69% -$1.27M 0.15% 108
2022
Q4 		$1.76M Sell
47,604
-32,887
-41% -$1.21M 0.52% 46
2022
Q3 		$2.9M Buy
80,491
+7,020
+10% +$294K 0.96% 21
2022
Q2 		$3M Buy
73,471
+8,875
+14% +$396K 0.98% 18
2022
Q1 		$3.12M Buy
64,596
+6,533
+11% +$306K 0.97% 21
2021
Q4 		$2.75M Buy
+58,063
New +$2.79M 0.92% 25
2021
Q3 		– Sell
-19,471
Closed -$863K – 164
2021
Q2 		$863K Buy
+19,471
New +$835K 0.35% 56

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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