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 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 $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Atlanta Consulting Group Advisors's XLRE Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 33% in Q1 2026, buying an estimated $684K and bringing the position to 65,864 shares worth $2.69M. The position accounts for 0.58% of the portfolio, ranked #30.

Atlanta Consulting Group Advisors first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Atlanta Consulting Group Advisors held 65,864 shares of State Street Real Estate Select Sector SPDR ETF worth $2.69M as of Q1 2026.
Atlanta Consulting Group Advisors bought 16,324 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $684K.
State Street Real Estate Select Sector SPDR ETF made up 0.58% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #30 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 9 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.