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Atria Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atria Investments’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 		$1.59M Sell
38,992
-33,870
-46% -$1.42M 0.02% 814
2025
Q4 		$2.94M Sell
72,862
-11,494
-14% -$473K 0.03% 568
2025
Q3 		$3.55M Buy
84,356
+34,290
+68% +$1.43M 0.04% 504
2025
Q2 		$2.07M Sell
50,066
-74,608
-60% -$3.06M 0.02% 708
2025
Q1 		$5.22M Buy
124,674
+17,115
+16% +$713K 0.07% 360
2024
Q4 		$4.37M Buy
107,559
+22,456
+26% +$972K 0.05% 394
2024
Q3 		$3.8M Sell
85,103
-58,930
-41% -$2.48M 0.05% 440
2024
Q2 		$5.53M Sell
144,033
-34,017
-19% -$1.28M 0.07% 308
2024
Q1 		$7.04M Buy
178,050
+54,761
+44% +$2.13M 0.1% 253
2023
Q4 		$4.94M Buy
123,289
+22,350
+22% +$803K 0.08% 297
2023
Q3 		$3.44M Sell
100,939
-865
-0.8% -$32K 0.06% 383
2023
Q2 		$3.84M Sell
101,804
-65,117
-39% -$2.4M 0.07% 340
2023
Q1 		$6.24M Buy
166,921
+125,970
+308% +$4.84M 0.12% 209
2022
Q4 		$1.51M Buy
40,951
+7,253
+22% +$268K 0.03% 613
2022
Q3 		$1.21M Sell
33,698
-47,865
-59% -$2M 0.03% 649
2022
Q2 		$3.33M Sell
81,563
-13,176
-14% -$588K 0.07% 347
2022
Q1 		$4.58M Sell
94,739
-42,714
-31% -$2M 0.08% 302
2021
Q4 		$7.12M Sell
137,453
-87,039
-39% -$4.19M 0.13% 194
2021
Q3 		$9.98M Buy
224,492
+44,346
+25% +$2.06M 0.18% 131
2021
Q2 		$7.99M Buy
180,146
+26,596
+17% +$1.14M 0.15% 149
2021
Q1 		$6.06M Buy
153,550
+2,980
+2% +$112K 0.13% 176
2020
Q4 		$5.5M Buy
150,570
+84,468
+128% +$3.06M 0.13% 183
2020
Q3 		$2.33M Buy
66,102
+28,825
+77% +$1.03M 0.07% 302
2020
Q2 		$1.3M Sell
37,277
-1,592
-4% -$53.8K 0.04% 428
2020
Q1 		$1.21M Sell
38,869
-39,137
-50% -$1.46M 0.09% 203
2019
Q4 		$3.02M Buy
78,006
+26,720
+52% +$1.03M 0.08% 215
2019
Q3 		$2.02M Sell
51,286
-21,968
-30% -$843K 0.07% 230
2019
Q2 		$2.8M Buy
73,254
+41,429
+130% +$1.51M 0.1% 165
2019
Q1 		$1.15M Buy
31,825
+10,051
+46% +$343K 0.05% 318
2018
Q4 		$675K Sell
21,774
-28,204
-56% -$914K 0.03% 410
2018
Q3 		$1.63M Buy
49,978
+25,601
+105% +$849K 0.06% 280
2018
Q2 		$797K Buy
24,377
+3,002
+14% +$93.9K 0.04% 428
2018
Q1 		$664K Buy
21,375
+465
+2% +$14.4K 0.03% 446
2017
Q4 		$689K Sell
20,910
-8,427
-29% -$278K 0.03% 417
2017
Q3 		$946K Buy
29,337
+8,337
+40% +$271K 0.05% 324
2017
Q2 		$676K Buy
21,000
+4,717
+29% +$151K 0.04% 363
2017
Q1 		$515K Sell
16,283
-380
-2% -$11.8K 0.03% 392
2016
Q4 		$512K Buy
+16,663
New +$510K 0.04% 338

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Atria Investments's XLRE Position: Q1 2026 in Review

Atria Investments reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 46% in Q1 2026, selling an estimated $1.42M and leaving 38,992 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #814.

Atria Investments first reported a position in XLRE in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.98M in Q3 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Atria Investments held 38,992 shares of State Street Real Estate Select Sector SPDR ETF worth $1.59M as of Q1 2026.
  • Atria Investments sold 33,870 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.42M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #814 holding.
  • Atria Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
  • Atria Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $9.98M in Q3 2021.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.