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

Horizons 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 		$2.04M Buy
+49,917
New +$2.21M 1.27% 20
2026
Q1 		$2.05M Sell
50,096
-642
-1% -$26.9K 1.34% 20
2025
Q4 		$2.05M Buy
50,738
+9,790
+24% +$403K 1.34% 20
2025
Q3 		$1.73M Buy
40,948
+1,251
+3% +$52.3K 1.18% 20
2025
Q2 		$1.64M Buy
39,697
+1,033
+3% +$42.4K 1.17% 20
2025
Q1 		$1.62M Buy
38,664
+1,353
+4% +$56.4K 1.2% 20
2024
Q4 		$1.52M Buy
37,311
+1,467
+4% +$63.5K 1.16% 20
2024
Q3 		$1.6M Sell
35,844
-462
-1% -$19.5K 1.23% 21
2024
Q2 		$1.47M Sell
36,306
-1,086
-3% -$40.9K 1.16% 21
2024
Q1 		$1.5M Hold
37,392
– – 0.98% 20
2023
Q4 		$1.5M Buy
37,392
+35,771
+2,207% +$1.28M 0.98% 20
2023
Q3 		$55.2K Buy
1,621
+1,574
+3,349% +$58.2K 0.04% 86
2023
Q2 		$1.77K Buy
+47
New +$1.73K ﹤0.01% 198

Other funds holding XLRE

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

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

Horizons Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2026: 49,917 shares worth $2.04M. The stake represents 1.27% of the portfolio and ranks #20 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in XLRE as recently as Q1 2026.

Horizons Wealth Management first reported a position in XLRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2025. 32 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Horizons Wealth Management held 49,917 shares of State Street Real Estate Select Sector SPDR ETF worth $2.04M as of Q3 2026.
  • State Street Real Estate Select Sector SPDR ETF was a new Horizons Wealth Management position in Q3 2026.
  • State Street Real Estate Select Sector SPDR ETF made up 1.27% of Horizons Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Horizons Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Horizons Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.05M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.