Atomic Invest’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atomic Invest’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 Q3	$23.1K	Sell	565 -68	-11%	-$3.01K	﹤0.01%	221
2026 Q2	$28.4K	Sell	633 -14	-2%	-$616	﹤0.01%	174
2026 Q1	$26K	Sell	647 -63	-9%	-$2.64K	0.01%	162
2025 Q4	$28.9K	Buy	+710	New	+$29.2K	0.02%	126

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Atomic Invest's XLRE Position: Q3 2026 in Review

Atomic Invest reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q3 2026, selling an estimated $3.01K and leaving 565 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Atomic Invest first reported a position in XLRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.9K in Q4 2025. 668 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Atomic Invest held 565 shares of State Street Real Estate Select Sector SPDR ETF worth $23.1K as of Q3 2026.
Atomic Invest sold 68 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $3.01K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #221 holding.
Atomic Invest first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Atomic Invest's State Street Real Estate Select Sector SPDR ETF position peaked at $28.9K in Q4 2025.
668 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.