Aspect Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Aspect Partners’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	$7.06M	Buy	172,551 +10,056	+6%	+$445K	2.67%	12
2026 Q2	$7.15M	Buy	162,495 +17,292	+12%	+$760K	2.67%	11
2026 Q1	$5.93M	Buy	145,203 +5,951	+4%	+$249K	2.42%	14
2025 Q4	$5.62M	Buy	139,252 +16,490	+13%	+$679K	2.46%	13
2025 Q3	$5.17M	Buy	122,762 +3,195	+3%	+$134K	2.35%	12
2025 Q2	$4.95M	Buy	119,567 +3,837	+3%	+$158K	2.44%	12
2025 Q1	$4.84M	Sell	115,730 -3,253	-3%	-$136K	2.77%	11
2024 Q4	$4.84M	Sell	118,983 -468	-0.4%	-$20.3K	2.79%	9
2024 Q3	$5.34M	Sell	119,451 -2,503	-2%	-$105K	2.99%	9
2024 Q2	$4.68M	Buy	121,954 +3,576	+3%	+$135K	2.79%	8
2024 Q1	$4.68M	Buy	118,378 +5,250	+5%	+$204K	3.69%	7
2023 Q4	$4.53M	Buy	+113,128	New	+$4.06M	2.92%	6

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

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

LCW Services Virginia Beach, Virginia $240M AUM 12.93% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Aspect Partners's XLRE Position: Q3 2026 in Review

Aspect Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.2% in Q3 2026, buying an estimated $445K and bringing the position to 172,551 shares worth $7.06M. The position accounts for 2.67% of the portfolio, ranked #12.

Aspect Partners first reported a position in XLRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.15M in Q2 2026. 189 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Aspect Partners held 172,551 shares of State Street Real Estate Select Sector SPDR ETF worth $7.06M as of Q3 2026.
Aspect Partners bought 10,056 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $445K.
State Street Real Estate Select Sector SPDR ETF made up 2.67% of Aspect Partners's portfolio in Q3 2026, its #12 holding.
Aspect Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $7.15M in Q2 2026.
189 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.