AWM
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
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

Other funds holding XLRE

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atticus Wealth Management's XLRE Position: Q2 2026 in Review

Atticus Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q2 2026, selling an estimated $24.4K and leaving 4,651 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #174.

Atticus Wealth Management first reported a position in XLRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2022. 121 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Atticus Wealth Management held 4,651 shares of State Street Real Estate Select Sector SPDR ETF worth $205K as of Q2 2026.
  • Atticus Wealth Management sold 556 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $24.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.05% of Atticus Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Atticus Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • Atticus Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.01M in Q4 2022.
  • 121 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.