Atlas Capital Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atlas Capital 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	$307K	Buy	6,978 +3,587	+106%	+$158K	0.03%	377
2026 Q1	$138K	Buy	3,391 +101	+3%	+$4.23K	0.02%	476
2025 Q4	$133K	Buy	+3,290	New	+$135K	0.01%	487
2025 Q2	$189K	Sell	4,563 -7,414	-62%	-$304K	0.02%	417
2025 Q1	$501K	Buy	11,977 +5,880	+96%	+$245K	0.06%	258
2024 Q4	$248K	Sell	6,097 -5,097	-46%	-$221K	0.03%	351
2024 Q3	$500K	Buy	11,194 +6,882	+160%	+$290K	0.08%	218
2024 Q2	$166K	Sell	4,312 -106	-2%	-$3.99K	0.02%	416
2024 Q1	$175K	Buy	4,418 +731	+20%	+$28.4K	0.03%	389
2023 Q4	$148K	Buy	3,687 +478	+15%	+$17.2K	0.02%	429
2023 Q3	$109K	Buy	3,209 +254	+9%	+$9.4K	0.02%	436
2023 Q2	$111K	Buy	2,955 +2,803	+1,844%	+$103K	0.02%	455
2023 Q1	$5.68K	Sell	152 -47	-24%	-$1.8K	﹤0.01%	788
2022 Q4	$7.35K	Sell	199 -140	-41%	-$5.17K	﹤0.01%	759
2022 Q3	$12.2K	Sell	339 -3,250	-91%	-$136K	﹤0.01%	703
2022 Q2	$147K	Buy	3,589 +3,132	+685%	+$140K	0.02%	405
2022 Q1	$22.1K	Hold	457	–	–	﹤0.01%	628
2021 Q4	$23.7K	Sell	457 -29	-6%	-$1.4K	﹤0.01%	617
2021 Q3	$21.6K	Buy	486 +118	+32%	+$5.48K	﹤0.01%	633
2021 Q2	$16.3K	Buy	368 +108	+42%	+$4.63K	﹤0.01%	674
2021 Q1	$10.3K	Hold	260	–	–	﹤0.01%	675
2020 Q4	$9.51K	Buy	+260	New	+$9.43K	﹤0.01%	596
2020 Q3	–	Sell	-482	Closed	-$16.8K	–	604
2020 Q2	$16.8K	Sell	482 -67	-12%	-$2.26K	﹤0.01%	564
2020 Q1	$17K	Hold	549	–	–	0.01%	539
2019 Q4	$21.2K	Sell	549 -144	-21%	-$5.57K	0.01%	540
2019 Q3	$27.3K	Hold	693	–	–	0.01%	506
2019 Q2	$25.5K	Buy	693 +144	+26%	+$5.26K	0.01%	539
2019 Q1	$19.9K	Sell	549 -236	-30%	-$8.05K	0.01%	485
2018 Q4	$24.3K	Hold	785	–	–	0.01%	454
2018 Q3	$25K	Hold	785	–	–	0.01%	458
2018 Q2	$25.6K	Sell	785 -758	-49%	-$23.7K	0.01%	429
2018 Q1	$48K	Buy	+1,543	New	+$47.9K	0.01%	415

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

Atlas Capital Advisors's XLRE Position: Q2 2026 in Review

Atlas Capital Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 106% in Q2 2026, buying an estimated $158K and bringing the position to 6,978 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #377.

Atlas Capital Advisors first reported a position in XLRE in Q1 2018 and has held it in 32 quarters since. The position peaked at $501K in Q1 2025. 799 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Atlas Capital Advisors held 6,978 shares of State Street Real Estate Select Sector SPDR ETF worth $307K as of Q2 2026.
Atlas Capital Advisors bought 3,587 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #377 holding.
Atlas Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $501K in Q1 2025.
799 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.