Premier Path Wealth Partners
XLRE icon

Premier Path Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Premier Path Wealth Partners’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 		$887K Sell
21,687
-13,996
-39% -$619K 0.1% 187
2026
Q2 		$1.57M Sell
35,683
-4,265
-11% -$188K 0.18% 117
2026
Q1 		$1.63M Sell
39,948
-6,367
-14% -$267K 0.21% 105
2025
Q4 		$1.87M Sell
46,315
-2,196
-5% -$90.4K 0.24% 90
2025
Q3 		$2.04M Buy
48,511
+356
+0.7% +$14.9K 0.26% 83
2025
Q2 		$1.99M Buy
48,155
+2,930
+6% +$120K 0.28% 82
2025
Q1 		$1.89M Sell
45,225
-1,185
-3% -$49.4K 0.29% 81
2024
Q4 		$1.89M Buy
46,410
+2,653
+6% +$115K 0.29% 81
2024
Q3 		$1.95M Sell
43,757
-989
-2% -$41.7K 0.31% 78
2024
Q2 		$1.72M Buy
44,746
+846
+2% +$31.9K 0.29% 83
2024
Q1 		$1.74M Buy
43,900
+7,642
+21% +$297K 0.33% 78
2023
Q4 		$1.47M Buy
+36,258
New +$1.3M 0.33% 73

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

Premier Path Wealth Partners's XLRE Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 39% in Q3 2026, selling an estimated $619K and leaving 21,687 shares worth $887K. The position accounts for 0.1% of the portfolio, ranked #187.

Premier Path Wealth Partners first reported a position in XLRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q3 2025. 234 funds tracked by Wall St. Rank hold XLRE as of Q3 2026.

  • Premier Path Wealth Partners held 21,687 shares of State Street Real Estate Select Sector SPDR ETF worth $887K as of Q3 2026.
  • Premier Path Wealth Partners sold 13,996 State Street Real Estate Select Sector SPDR ETF shares in Q3 2026, an estimated $619K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of Premier Path Wealth Partners's portfolio in Q3 2026, its #187 holding.
  • Premier Path Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $2.04M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.