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

Cooksen Wealth’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	$1.01M	Buy	24,195 +346	+1%	+$15.3K	0.62%	31
2026 Q2	$1.05M	Sell	23,849 -1,692	-7%	-$74.4K	0.66%	30
2026 Q1	$1.04M	Buy	25,541 +632	+3%	+$26.5K	0.76%	28
2025 Q4	$1.01M	Buy	24,909 +612	+3%	+$25.2K	0.74%	29
2025 Q3	$1.02M	Buy	24,297 +2,504	+11%	+$105K	0.76%	28
2025 Q2	$903K	Buy	21,793 +5,485	+34%	+$225K	0.73%	29
2025 Q1	$645K	Sell	16,308 -2,695	-14%	-$112K	0.65%	31
2024 Q4	$773K	Buy	19,003 +1,099	+6%	+$47.6K	0.71%	30
2024 Q3	$800K	Buy	17,904 +388	+2%	+$16.3K	0.75%	29
2024 Q2	$673K	Buy	17,516 +1,208	+7%	+$45.5K	0.68%	29
2024 Q1	$645K	Buy	16,308 +1,971	+14%	+$76.7K	0.67%	31
2023 Q4	$574K	Buy	+14,337	New	+$515K	0.65%	33

Other funds holding XLRE

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Cooksen Wealth's XLRE Position: Q3 2026 in Review

Cooksen Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.5% in Q3 2026, buying an estimated $15.3K and bringing the position to 24,195 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #31.

Cooksen Wealth first reported a position in XLRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 232 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Cooksen Wealth held 24,195 shares of State Street Real Estate Select Sector SPDR ETF worth $1.01M as of Q3 2026.
Cooksen Wealth bought 346 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $15.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.62% of Cooksen Wealth's portfolio in Q3 2026, its #31 holding.
Cooksen Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Cooksen Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $1.05M in Q2 2026.
232 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.