Colton Groome Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.3M Buy
31,666
+22,747
+255% +$1.01M 0.3% 55
2026
Q2
$393K Buy
8,919
+1,425
+19% +$62.7K 0.09% 112
2026
Q1
$306K Sell
7,494
-875
-10% -$36.7K 0.09% 109
2025
Q4
$338K Buy
+8,369
New +$344K 0.1% 102
2025
Q3
– Sell
-5,319
Closed -$220K – 141
2025
Q2
$220K Sell
5,319
-400
-7% -$16.4K 0.07% 127
2025
Q1
$236K Sell
5,719
-3,765
-40% -$157K 0.09% 113
2024
Q4
$386K Buy
+9,484
New +$410K 0.15% 80

Other funds holding XLRE

Colton Groome Financial Advisors's XLRE Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 255% in Q3 2026, buying an estimated $1.01M and bringing the position to 31,666 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #55.

Colton Groome Financial Advisors first reported a position in XLRE in Q4 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Colton Groome Financial Advisors held 31,666 shares of State Street Real Estate Select Sector SPDR ETF worth $1.3M as of Q3 2026.
  • Colton Groome Financial Advisors bought 22,747 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $1.01M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.3% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #55 holding.
  • Colton Groome Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.