Econ Financial Services
XLRE icon

Econ Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Econ Financial Services’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 		$6.44M Buy
157,372
+14,762
+10% +$653K 2.69% 6
2026
Q2 		$6.28M Buy
142,610
+3,695
+3% +$162K 2.93% 6
2026
Q1 		$5.67M Buy
+138,915
New +$5.82M 2.63% 8
2025
Q4 		– Sell
-78,410
Closed -$3.3M – 109
2025
Q3 		$3.3M Buy
78,410
+13,747
+21% +$575K 1.65% 17
2025
Q2 		$2.68M Buy
64,663
+28,617
+79% +$1.18M 1.38% 19
2025
Q1 		$1.51M Buy
36,046
+9,606
+36% +$400K 0.8% 45
2024
Q4 		$1.08M Buy
+26,440
New +$1.14M 0.62% 52
2024
Q3 		– Sell
-44,075
Closed -$1.69M – 110
2024
Q2 		$1.69M Buy
+44,075
New +$1.66M 1.05% 25
2023
Q1 		– Sell
-66,643
Closed -$2.46M – 109
2022
Q4 		$2.46M Buy
66,643
+267
+0.4% +$9.9K 2.49% 15
2022
Q3 		$2.39M Buy
+66,376
New +$2.78M 1.97% 17
2022
Q2 		– Sell
-60,084
Closed -$2.9M – 153
2022
Q1 		$2.9M Buy
+60,084
New +$2.82M 2.15% 13

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Econ Financial Services's XLRE Position: Q3 2026 in Review

Econ Financial Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 10% in Q3 2026, buying an estimated $653K and bringing the position to 157,372 shares worth $6.44M. The position accounts for 2.69% of the portfolio, ranked #6.

Econ Financial Services first reported a position in XLRE in Q1 2022 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Econ Financial Services held 157,372 shares of State Street Real Estate Select Sector SPDR ETF worth $6.44M as of Q3 2026.
  • Econ Financial Services bought 14,762 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $653K.
  • State Street Real Estate Select Sector SPDR ETF made up 2.69% of Econ Financial Services's portfolio in Q3 2026, its #6 holding.
  • Econ Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.