Atticus Wealth Management
XLRE icon

Atticus Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atticus Wealth Management’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 		– Sell
-4,651
Closed -$205K – 192
2026
Q2 		$205K Sell
4,651
-556
-11% -$24.4K 0.05% 174
2026
Q1 		$213K Sell
5,207
-374
-7% -$15.7K 0.06% 174
2025
Q4 		$225K Sell
5,581
-343
-6% -$14.1K 0.06% 188
2025
Q3 		$250K Buy
5,924
+270
+5% +$11.3K 0.06% 183
2025
Q2 		$234K Sell
5,654
-1,444
-20% -$59.3K 0.06% 151
2025
Q1 		$297K Sell
7,098
-2,413
-25% -$101K 0.1% 99
2024
Q4 		$387K Sell
9,511
-55
-0.6% -$2.38K 0.12% 79
2024
Q3 		$427K Sell
9,566
-2,359
-20% -$99.4K 0.14% 77
2024
Q2 		$458K Buy
11,925
+478
+4% +$18K 0.15% 70
2024
Q1 		$453K Sell
11,447
-1,420
-11% -$55.2K 0.15% 72
2023
Q4 		$515K Sell
12,867
-5,680
-31% -$204K 0.18% 67
2023
Q3 		$632K Sell
18,547
-1,231
-6% -$45.6K 0.24% 60
2023
Q2 		$745K Sell
19,778
-4,580
-19% -$169K 0.27% 53
2023
Q1 		$911K Sell
24,358
-2,968
-11% -$114K 0.35% 43
2022
Q4 		$1.01M Buy
27,326
+8,358
+44% +$308K 0.41% 45
2022
Q3 		$775K Hold
18,968
– – 0.37% 42
2022
Q2 		$775K Sell
18,968
-1,540
-8% -$68.7K 0.32% 54
2022
Q1 		$991K Buy
20,508
+6,782
+49% +$318K 0.36% 53
2021
Q4 		$711K Buy
13,726
+12,962
+1,697% +$624K 0.28% 51
2021
Q3 		$34K Buy
764
+113
+17% +$5.25K 0.01% 276
2021
Q2 		$29K Sell
651
-696
-52% -$29.8K 0.01% 269
2021
Q1 		$53K Sell
1,347
-1,278
-49% -$48.1K 0.03% 206
2020
Q4 		$96K Sell
2,625
-399
-13% -$14.5K 0.05% 158
2020
Q3 		$107K Sell
3,024
-8,220
-73% -$293K 0.06% 134
2020
Q2 		$391K Buy
11,244
+7,248
+181% +$245K 0.26% 58
2020
Q1 		$124K Buy
+3,996
New +$149K 0.1% 105

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Creative Planning
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.14B AUM 10.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Atticus Wealth Management's XLRE Position: Q3 2026 in Review

Atticus Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026, closing a stake of 4,651 shares — an estimated $205K sold.

Atticus Wealth Management first reported a position in XLRE in Q1 2020 and held it in 26 quarters. The position peaked at $1.01M in Q4 2022. 490 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Atticus Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 4,651 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $205K.
  • Atticus Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 26 quarters.
  • Atticus Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q4 2022.
  • 490 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.