Atomi Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atomi Financial 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 Q2	$629K	Sell	14,294 -855	-6%	-$37.6K	0.02%	669
2026 Q1	$619K	Sell	15,149 -69,578	-82%	-$2.92M	0.02%	632
2025 Q4	$3.42M	Buy	84,727 +1,073	+1%	+$44.2K	0.1%	159
2025 Q3	$3.52M	Buy	83,654 +4,583	+6%	+$192K	0.11%	134
2025 Q2	$3.28M	Buy	79,071 +12,017	+18%	+$493K	0.12%	127
2025 Q1	$2.81M	Buy	67,054 +16,190	+32%	+$674K	0.13%	128
2024 Q4	$2.07M	Buy	50,864 +13,341	+36%	+$577K	0.1%	138
2024 Q3	$1.68M	Buy	37,523 +26,014	+226%	+$1.1M	0.1%	159
2024 Q2	$442K	Buy	11,509 +1,241	+12%	+$46.7K	0.03%	438
2024 Q1	$406K	Sell	10,268 -3,179	-24%	-$124K	0.04%	419
2023 Q4	$539K	Buy	+13,447	New	+$483K	0.07%	247
2023 Q3	–	Sell	-21,157	Closed	-$797K	–	384
2023 Q2	$797K	Buy	+21,157	New	+$780K	0.36%	80

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

Atomi Financial Group's XLRE Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.6% in Q2 2026, selling an estimated $37.6K and leaving 14,294 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #669.

Atomi Financial Group first reported a position in XLRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.52M in Q3 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Atomi Financial Group held 14,294 shares of State Street Real Estate Select Sector SPDR ETF worth $629K as of Q2 2026.
Atomi Financial Group sold 855 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $37.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #669 holding.
Atomi Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.52M in Q3 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.