AOI
XLRE icon

Auto-Owners Insurance’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Auto-Owners Insurance’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 		$25.7M Sell
584,048
-182,517
-24% -$8.03M 0.58% 34
2026
Q1 		$31.3M Hold
766,565
– – 0.66% 31
2025
Q4 		$30.9M Buy
766,565
+182,517
+31% +$7.51M 0.65% 32
2025
Q3 		$24.6M Hold
584,048
– – 0.64% 32
2025
Q2 		$24.2M Sell
584,048
-12,767,469
-96% -$524M 0.54% 42
2025
Q1 		$447M Buy
13,351,517
+12,584,952
+1,642% +$524M 11.83% 1
2024
Q4 		$31.2M Buy
766,565
+182,517
+31% +$7.9M 0.71% 32
2024
Q3 		$26.1M Hold
584,048
– – 0.64% 36
2024
Q2 		$22.4M Hold
584,048
– – 0.59% 35
2024
Q1 		$23.1M Hold
584,048
– – 0.61% 37
2023
Q4 		$23.4M Hold
584,048
– – 0.71% 36
2023
Q3 		$19.9M Hold
584,048
– – 0.66% 37
2023
Q2 		$22M Hold
584,048
– – 0.71% 35
2023
Q1 		$21.8M Hold
584,048
– – 0.75% 34
2022
Q4 		$21.6M Buy
+584,048
New +$21.6M 0.79% 33

Other funds holding XLRE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return