Intergy Private Wealth
XLRE icon

Intergy Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Intergy Private Wealth’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 		$455K Buy
11,131
+2
+0% +$88 0.1% 77
2026
Q2 		$490K Buy
11,129
+1
+0% +$44 0.11% 73
2026
Q1 		$454K Buy
11,128
+2
+0% +$84 0.13% 70
2025
Q4 		$449K Buy
11,126
+2
+0% +$82 0.14% 70
2025
Q3 		$469K Sell
11,124
-54
-0.5% -$2.26K 0.15% 65
2025
Q2 		$463K Sell
11,178
-33
-0.3% -$1.36K 0.16% 63
2025
Q1 		$469K Sell
11,211
-115
-1% -$4.79K 0.18% 62
2024
Q4 		$461K Sell
11,326
-465
-4% -$20.1K 0.17% 65
2024
Q3 		$527K Buy
11,791
+27
+0.2% +$1.14K 0.2% 59
2024
Q2 		$452K Sell
11,764
-2,248
-16% -$84.7K 0.19% 60
2024
Q1 		$554K Sell
14,012
-1,755
-11% -$68.3K 0.23% 56
2023
Q4 		$632K Sell
15,767
-13,128
-45% -$471K 0.27% 51
2023
Q3 		$984K Sell
28,895
-1,255
-4% -$46.4K 0.49% 36
2023
Q2 		$1.14M Buy
30,150
+7
+0% +$258 0.56% 35
2023
Q1 		$1.13M Sell
30,143
-785
-3% -$30.1K 0.63% 30
2022
Q4 		$1.14M Sell
30,928
-666
-2% -$24.6K 0.71% 29
2022
Q3 		$1.14M Buy
+31,594
New +$1.32M 0.81% 28

Other funds holding XLRE

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
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
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 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
Aspect Partners
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Intergy Private Wealth's XLRE Position: Q3 2026 in Review

Intergy Private Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.02% in Q3 2026, buying an estimated $88 and bringing the position to 11,131 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #77.

Intergy Private Wealth first reported a position in XLRE in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2022. 201 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Intergy Private Wealth held 11,131 shares of State Street Real Estate Select Sector SPDR ETF worth $455K as of Q3 2026.
  • Intergy Private Wealth bought 2 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $88.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of Intergy Private Wealth's portfolio in Q3 2026, its #77 holding.
  • Intergy Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
  • Intergy Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $1.14M in Q4 2022.
  • 201 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.