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

Colton Groome Financial Advisors’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	$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

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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.