Dynamic Advisor Solutions
XLRE icon

Dynamic Advisor Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dynamic Advisor Solutions’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 		$272K Buy
6,657
+710
+12% +$31.4K 0.01% 869
2026
Q2 		$262K Buy
+5,947
New +$262K 0.01% 908
2025
Q4 		– Sell
-5,127
Closed -$216K – 1003
2025
Q3 		$216K Sell
5,127
-613
-11% -$25.6K 0.01% 877
2025
Q2 		$238K Sell
5,740
-10,930
-66% -$449K 0.01% 812
2025
Q1 		$698K Buy
+16,670
New +$694K 0.02% 503
2024
Q4 		– Sell
-18,520
Closed -$827K – 942
2024
Q3 		$827K Sell
18,520
-532
-3% -$22.4K 0.02% 500
2024
Q2 		$732K Buy
19,052
+3,432
+22% +$129K 0.02% 529
2024
Q1 		$617K Sell
15,620
-5,797
-27% -$225K 0.02% 560
2023
Q4 		$841K Sell
21,417
-907
-4% -$32.6K 0.03% 453
2023
Q3 		$761K Buy
22,324
+3,529
+19% +$131K 0.04% 415
2023
Q2 		$708K Buy
18,795
+654
+4% +$24.1K 0.04% 421
2023
Q1 		$678K Buy
+18,141
New +$697K 0.04% 404
2017
Q1 		– Sell
-6,956
Closed -$214K – 226
2016
Q4 		$214K Sell
6,956
-1,868
-21% -$57.2K 0.09% 200
2016
Q3 		$289K Buy
+8,824
New +$296K 0.11% 194

Other funds holding XLRE

Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Dynamic Advisor Solutions's XLRE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q3 2026, buying an estimated $31.4K and bringing the position to 6,657 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #869.

Dynamic Advisor Solutions first reported a position in XLRE in Q3 2016 and has held it in 14 quarters since. The position peaked at $841K in Q4 2023. 153 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Dynamic Advisor Solutions held 6,657 shares of State Street Real Estate Select Sector SPDR ETF worth $272K as of Q3 2026.
  • Dynamic Advisor Solutions bought 710 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $31.4K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #869 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 14 quarters since.
  • Dynamic Advisor Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $841K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.