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

Covestor’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	$1K	Buy	21 +11	+110%	+$486	﹤0.01%	2232
2026 Q2	$0	Buy	+10	New	+$440	﹤0.01%	2884
2025 Q4	–	Sell	-93	Closed	-$4K	–	2804
2025 Q3	$4K	Hold	93	–	–	﹤0.01%	1870
2025 Q2	$4K	Sell	93 -29	-24%	-$1.19K	﹤0.01%	1776
2025 Q1	$5K	Buy	122 +10	+9%	+$417	﹤0.01%	1740
2024 Q4	$5K	Buy	112 +35	+45%	+$1.51K	﹤0.01%	1737
2024 Q3	$3K	Buy	77 +72	+1,440%	+$3.03K	﹤0.01%	1779
2024 Q2	$0	Sell	5 -1	-17%	-$38	﹤0.01%	2827
2024 Q1	$0	Hold	6	–	–	﹤0.01%	2813
2023 Q4	$0	Hold	6	–	–	﹤0.01%	2789
2023 Q3	$0	Hold	6	–	–	﹤0.01%	2782
2023 Q2	$0	Sell	6 -19	-76%	-$701	﹤0.01%	2723
2023 Q1	$1K	Sell	25 -1	-4%	-$38	﹤0.01%	1918
2022 Q4	$1K	Buy	26 +2	+8%	+$74	﹤0.01%	1961
2022 Q3	$1K	Buy	24 +6	+33%	+$251	﹤0.01%	1877
2022 Q2	$1K	Buy	18 +4	+29%	+$178	﹤0.01%	1820
2022 Q1	$1K	Sell	14 -87	-86%	-$4.08K	﹤0.01%	1995
2021 Q4	$5K	Buy	+101	New	+$4.86K	0.01%	1356

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Covestor's XLRE Position: Q3 2026 in Review

Covestor increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 110% in Q3 2026, buying an estimated $486 and bringing the position to 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Covestor first reported a position in XLRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $5K in Q1 2025. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Covestor held 21 shares of State Street Real Estate Select Sector SPDR ETF worth $1K as of Q3 2026.
Covestor bought 11 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $486.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2232 holding.
Covestor first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Covestor's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q1 2025.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.