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 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 $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

Atomi Financial Group's XLRE Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 82% in Q1 2026, selling an estimated $2.92M and leaving 15,149 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #632.

Atomi Financial Group first reported a position in XLRE in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.52M in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Atomi Financial Group held 15,149 shares of State Street Real Estate Select Sector SPDR ETF worth $619K as of Q1 2026.
Atomi Financial Group sold 69,578 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.92M.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #632 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 11 quarters since.
Atomi Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.52M in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.