J.M. Forbes & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J.M. Forbes & Co’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	$3.06M	Hold	74,904	–	–	0.23%	63
2026 Q2	$3.3M	Hold	74,904	–	–	0.26%	63
2026 Q1	$3.06M	Hold	74,904	–	–	0.26%	63
2025 Q4	$3.02M	Hold	74,904	–	–	0.24%	63
2025 Q3	$3.16M	Hold	74,904	–	–	0.26%	64
2025 Q2	$3.1M	Hold	74,904	–	–	0.28%	61
2025 Q1	$3.13M	Sell	74,904 -1,146	-2%	-$47.7K	0.3%	61
2024 Q4	$3.09M	Hold	76,050	–	–	0.3%	62
2024 Q3	$3.4M	Hold	76,050	–	–	0.33%	60
2024 Q2	$2.92M	Sell	76,050 -461	-0.6%	-$17.4K	0.3%	59
2024 Q1	$3.02M	Hold	76,511	–	–	0.33%	58
2023 Q4	$3.07M	Sell	76,511 -856	-1%	-$30.7K	0.36%	58
2023 Q3	$2.64M	Buy	77,367 +9,850	+15%	+$364K	0.34%	58
2023 Q2	$2.54M	Buy	+67,517	New	+$2.49M	0.32%	59

Other funds holding XLRE

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

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

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

J.M. Forbes & Co's XLRE Position: Q3 2026 in Review

J.M. Forbes & Co held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2026 at 74,904 shares worth $3.06M. The position accounts for 0.23% of the portfolio, ranked #63.

J.M. Forbes & Co first reported a position in XLRE in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.4M in Q3 2024. 115 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

J.M. Forbes & Co held 74,904 shares of State Street Real Estate Select Sector SPDR ETF worth $3.06M as of Q3 2026.
J.M. Forbes & Co 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 0.23% of J.M. Forbes & Co's portfolio in Q3 2026, its #63 holding.
J.M. Forbes & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 14 quarters since.
J.M. Forbes & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $3.4M in Q3 2024.
115 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on J.M. Forbes & Co's 13F filing for Q3 2026, filed 16 Oct 2026.