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

Darwin Wealth Management’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	$1.64K	Hold	40	–	–	﹤0.01%	935
2026 Q2	$1.76K	Sell	40 -38	-49%	-$1.67K	﹤0.01%	532
2026 Q1	$3.2K	Sell	78 -244	-76%	-$10.2K	﹤0.01%	451
2025 Q4	$13K	Buy	+322	New	+$13.3K	﹤0.01%	349
2023 Q2	–	Sell	-11,212	Closed	-$420K	–	172
2023 Q1	$420K	Sell	11,212 -2,181	-16%	-$83.8K	0.11%	103
2022 Q4	$530K	Sell	13,393 -312	-2%	-$11.5K	0.14%	99
2022 Q3	$480K	Sell	13,705 -1,658	-11%	-$69.4K	0.12%	101
2022 Q2	$666K	Buy	15,363 +2,399	+19%	+$107K	0.13%	100
2022 Q1	$626K	Buy	12,964 +4,537	+54%	+$213K	0.1%	109
2021 Q4	$395K	Buy	8,427 +3,131	+59%	+$151K	0.06%	129
2021 Q3	$235K	Sell	5,296 -7,061	-57%	-$328K	0.04%	149
2021 Q2	$548K	Buy	+12,357	New	+$530K	0.09%	108
2020 Q2	–	Sell	-301	Closed	-$9K	–	814
2020 Q1	$9K	Buy	+301	New	+$11.2K	﹤0.01%	503

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

Darwin Wealth Management's XLRE Position: Q3 2026 in Review

Darwin Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2026 at 40 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Darwin Wealth Management first reported a position in XLRE in Q1 2020 and has held it in 13 quarters since. The position peaked at $666K in Q2 2022. 517 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Darwin Wealth Management held 40 shares of State Street Real Estate Select Sector SPDR ETF worth $1.64K as of Q3 2026.
Darwin Wealth Management left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #935 holding.
Darwin Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Darwin Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $666K in Q2 2022.
517 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.