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

Armstrong Advisory 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	$6.08M	Buy	148,702 +2,799	+2%	+$124K	0.37%	30
2026 Q2	$6.42M	Buy	145,903 +1,970	+1%	+$86.6K	0.39%	31
2026 Q1	$5.88M	Sell	143,933 -10,338	-7%	-$433K	0.39%	31
2025 Q4	$6.22M	Buy	154,271 +1,656	+1%	+$68.2K	0.42%	32
2025 Q3	$6.43M	Buy	152,615 +409	+0.3%	+$17.1K	0.45%	31
2025 Q2	$6.3M	Buy	152,206 +579	+0.4%	+$23.8K	0.48%	30
2025 Q1	$6.17M	Hold	151,627	–	–	0.49%	30
2024 Q4	$6.17M	Buy	151,627 +3,983	+3%	+$172K	0.49%	30
2024 Q3	$6.6M	Sell	147,644 -38,712	-21%	-$1.63M	0.55%	29
2024 Q2	$7.16M	Sell	186,356 -13,064	-7%	-$492K	0.63%	25
2024 Q1	$7.99M	Hold	199,420	–	–	0.78%	25
2023 Q4	$7.99M	Sell	199,420 -2,454	-1%	-$88.1K	0.78%	25
2023 Q3	$6.88M	Buy	201,874 +6,643	+3%	+$246K	0.75%	24
2023 Q2	$7.36M	Buy	195,231 +4,100	+2%	+$151K	0.78%	24
2023 Q1	$7.14M	Sell	191,131 -1,936	-1%	-$74.3K	0.84%	23
2022 Q4	$7.13M	Buy	+193,067	New	+$7.13M	0.94%	23

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Armstrong Advisory Group's XLRE Position: Q3 2026 in Review

Armstrong Advisory Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.9% in Q3 2026, buying an estimated $124K and bringing the position to 148,702 shares worth $6.08M. The position accounts for 0.37% of the portfolio, ranked #30.

Armstrong Advisory Group first reported a position in XLRE in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.99M in Q1 2024. 474 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Armstrong Advisory Group held 148,702 shares of State Street Real Estate Select Sector SPDR ETF worth $6.08M as of Q3 2026.
Armstrong Advisory Group bought 2,799 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $124K.
State Street Real Estate Select Sector SPDR ETF made up 0.37% of Armstrong Advisory Group's portfolio in Q3 2026, its #30 holding.
Armstrong Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $7.99M in Q1 2024.
474 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.