Mather Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mather Group’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	$6.14K	Buy	150 +50	+50%	+$2.21K	﹤0.01%	1777
2026 Q2	$4.4K	Hold	100	–	–	﹤0.01%	1639
2026 Q1	$4.08K	Buy	+100	New	+$4.19K	﹤0.01%	1609
2025 Q4	–	Sell	-694	Closed	-$29.2K	–	1667
2025 Q3	$29.2K	Buy	+694	New	+$29K	﹤0.01%	1031
2025 Q2	–	Sell	-744	Closed	-$31.1K	–	1747
2025 Q1	$31.1K	Hold	744	–	–	﹤0.01%	991
2024 Q4	$30.3K	Hold	744	–	–	﹤0.01%	977
2024 Q3	$33.2K	Sell	744 -1,562	-68%	-$65.8K	﹤0.01%	957
2024 Q2	$91.2K	Buy	2,306 +1,154	+100%	+$43.5K	﹤0.01%	834
2024 Q1	$46.1K	Buy	+1,152	New	+$44.8K	﹤0.01%	887
2023 Q3	–	Sell	-100	Closed	-$3.77K	–	634
2023 Q2	$3.77K	Buy	+100	New	+$3.69K	﹤0.01%	607

Other funds holding XLRE

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 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

Mather Group's XLRE Position: Q3 2026 in Review

Mather Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 50% in Q3 2026, buying an estimated $2.21K and bringing the position to 150 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Mather Group first reported a position in XLRE in Q2 2023 and has held it in 10 quarters since. The position peaked at $91.2K in Q2 2024. 211 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Mather Group held 150 shares of State Street Real Estate Select Sector SPDR ETF worth $6.14K as of Q3 2026.
Mather Group bought 50 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $2.21K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1777 holding.
Mather Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
Mather Group's State Street Real Estate Select Sector SPDR ETF position peaked at $91.2K in Q2 2024.
211 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.