Mutual Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mutual Advisors’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	$1.3M	Sell	31,785 -14,601	-31%	-$646K	0.02%	549
2026 Q2	$2.04M	Buy	46,386 +6,531	+16%	+$287K	0.04%	413
2026 Q1	$1.63M	Buy	39,855 +6,717	+20%	+$282K	0.03%	438
2025 Q4	$1.34M	Sell	33,138 -4,947	-13%	-$204K	0.03%	480
2025 Q3	$1.62M	Sell	38,085 -5,504	-13%	-$230K	0.04%	421
2025 Q2	$1.87M	Sell	43,589 -14,873	-25%	-$611K	0.05%	333
2025 Q1	$2.37M	Sell	58,462 -1,147	-2%	-$47.8K	0.07%	250
2024 Q4	$2.45M	Sell	59,609 -8,670	-13%	-$375K	0.07%	235
2024 Q3	$3.03M	Buy	68,279 +7,381	+12%	+$311K	0.09%	209
2024 Q2	$2.5M	Buy	60,898 +19,162	+46%	+$722K	0.08%	237
2024 Q1	$1.65M	Sell	41,736 -8,749	-17%	-$340K	0.05%	323
2023 Q4	$2.02M	Sell	50,485 -47,540	-48%	-$1.71M	0.07%	270
2023 Q3	$3.34M	Sell	98,025 -7,294	-7%	-$270K	0.13%	158
2023 Q2	$3.97M	Sell	105,319 -49,765	-32%	-$1.84M	0.15%	141
2023 Q1	$5.8M	Buy	155,084 +4,197	+3%	+$161K	0.24%	88
2022 Q4	$5.57M	Buy	150,887 +61,405	+69%	+$2.27M	0.25%	85
2022 Q3	$3.22M	Buy	89,482 +9,166	+11%	+$384K	0.17%	124
2022 Q2	$3.28M	Buy	80,316 +23,728	+42%	+$1.06M	0.22%	103
2022 Q1	$2.73M	Buy	56,588 +16,343	+41%	+$766K	0.15%	156
2021 Q4	$2.08M	Buy	40,245 +3,800	+10%	+$183K	0.11%	221
2021 Q3	$1.62M	Buy	36,445 +6,952	+24%	+$323K	0.1%	253
2021 Q2	$1.31M	Buy	29,493 +7,317	+33%	+$314K	0.08%	302
2021 Q1	$876K	Buy	22,176 +8,592	+63%	+$323K	0.06%	351
2020 Q4	$497K	Buy	13,584 +3,106	+30%	+$113K	0.04%	466
2020 Q3	$370K	Buy	+10,478	New	+$373K	0.03%	492

Other funds holding XLRE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

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

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Mutual Advisors's XLRE Position: Q3 2026 in Review

Mutual Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 31% in Q3 2026, selling an estimated $646K and leaving 31,785 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #549.

Mutual Advisors first reported a position in XLRE in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.8M in Q1 2023. 591 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

Mutual Advisors held 31,785 shares of State Street Real Estate Select Sector SPDR ETF worth $1.3M as of Q3 2026.
Mutual Advisors sold 14,601 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $646K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #549 holding.
Mutual Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 25 quarters since.
Mutual Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5.8M in Q1 2023.
591 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.