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

M.E. Allison & 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	$384K	Buy	9,392 +1	+0%	+$44	0.22%	118
2026 Q2	$413K	Buy	9,391 +1	+0%	+$44	0.24%	107
2026 Q1	$383K	Buy	9,390 +72	+0.8%	+$3.02K	0.25%	108
2025 Q4	$376K	Buy	9,318 +201	+2%	+$8.27K	0.26%	103
2025 Q3	$384K	Buy	9,117 +501	+6%	+$21K	0.27%	100
2025 Q2	$357K	Buy	8,616 +367	+4%	+$15.1K	0.29%	100
2025 Q1	$345K	Buy	8,249 +205	+3%	+$8.54K	0.34%	88
2024 Q4	$327K	Buy	+8,044	New	+$348K	0.36%	84

Other funds holding XLRE

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

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

PWM

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

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

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

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

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 Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

M.E. Allison & Co's XLRE Position: Q3 2026 in Review

M.E. Allison & Co increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.01% in Q3 2026, buying an estimated $44 and bringing the position to 9,392 shares worth $384K. The position accounts for 0.22% of the portfolio, ranked #118.

M.E. Allison & Co first reported a position in XLRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $413K in Q2 2026. 153 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

M.E. Allison & Co held 9,392 shares of State Street Real Estate Select Sector SPDR ETF worth $384K as of Q3 2026.
M.E. Allison & Co bought 1 State Street Real Estate Select Sector SPDR ETF share in Q3 2026, an estimated $44.
State Street Real Estate Select Sector SPDR ETF made up 0.22% of M.E. Allison & Co's portfolio in Q3 2026, its #118 holding.
M.E. Allison & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $413K in Q2 2026.
153 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.