Atlanta Consulting Group Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atlanta Consulting Group Advisors’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	$3.2M	Buy	72,733 +6,869	+10%	+$302K	0.51%	36
2026 Q1	$2.69M	Buy	65,864 +16,324	+33%	+$684K	0.58%	30
2025 Q4	$2M	Sell	49,540 -4,426	-8%	-$182K	0.45%	34
2025 Q3	$2.27M	Buy	53,966 +11,741	+28%	+$491K	0.56%	29
2025 Q2	$1.75M	Buy	42,225 +2,870	+7%	+$118K	0.48%	29
2025 Q1	$1.65M	Buy	39,355 +5,129	+15%	+$214K	0.48%	29
2024 Q4	$1.39M	Sell	34,226 -19,609	-36%	-$849K	0.51%	36
2024 Q3	$2.4M	Sell	53,835 -11,003	-17%	-$464K	0.6%	29
2024 Q2	$2.49M	Buy	64,838 +23,926	+58%	+$901K	0.54%	23
2024 Q1	$1.62M	Buy	+40,912	New	+$1.59M	0.56%	28

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlanta Consulting Group Advisors's XLRE Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q2 2026, buying an estimated $302K and bringing the position to 72,733 shares worth $3.2M. The position accounts for 0.51% of the portfolio, ranked #36.

Atlanta Consulting Group Advisors first reported a position in XLRE in Q1 2024 and has held it in 10 quarters since. 801 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Atlanta Consulting Group Advisors held 72,733 shares of State Street Real Estate Select Sector SPDR ETF worth $3.2M as of Q2 2026.
Atlanta Consulting Group Advisors bought 6,869 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $302K.
State Street Real Estate Select Sector SPDR ETF made up 0.51% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #36 holding.
Atlanta Consulting Group Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
801 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.